Jaffetilchin Investment Partners’s iShares Core US REIT ETF USRT Stock Holding History

Jaffetilchin Investment Partners’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-346	Closed	-$21.3K	–	1258
2024 Q3	$21.3K	Buy	+346	New	+$20.2K	﹤0.01%	749
2020 Q2	–	Sell	-9,308	Closed	-$365K	–	237
2020 Q1	$365K	Buy	9,308 +340	+4%	+$17.4K	0.13%	105
2019 Q4	$490K	Buy	8,968 +79	+0.9%	+$4.35K	0.11%	123
2019 Q3	$494K	Buy	8,889 +604	+7%	+$32.5K	0.12%	111
2019 Q2	$431K	Sell	8,285 -127	-2%	-$6.61K	0.1%	144
2019 Q1	$435K	Buy	+8,412	New	+$417K	0.1%	172

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jaffetilchin Investment Partners's USRT Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares Core US REIT ETF (USRT) in Q4 2024, closing a stake of 346 shares — an estimated $21.3K sold.

Jaffetilchin Investment Partners first reported a position in USRT in Q1 2019 and held it in 6 quarters. The position peaked at $494K in Q3 2019. 371 funds tracked by Wall St. Rank hold USRT as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining iShares Core US REIT ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 346 iShares Core US REIT ETF shares in Q4 2024, an estimated $21.3K.
Jaffetilchin Investment Partners first reported a position in iShares Core US REIT ETF in Q1 2019 and held it in 6 quarters.
Jaffetilchin Investment Partners's iShares Core US REIT ETF position peaked at $494K in Q3 2019.
371 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.