Karp Capital Management’s iShares Core US REIT ETF USRT Stock Holding History

Karp Capital Management’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
2022 Q2	–	Sell	-5,356	Closed	-$346K	–	163
2022 Q1	$346K	Sell	5,356 -2,788	-34%	-$175K	0.05%	109
2021 Q4	$550K	Buy	8,144 +840	+12%	+$53.4K	0.07%	107
2021 Q3	$428K	Hold	7,304	–	–	0.06%	122
2021 Q2	$426K	Buy	7,304 +1,009	+16%	+$57.3K	0.06%	123
2021 Q1	$330K	Buy	+6,295	New	+$317K	0.06%	109
2020 Q2	–	Sell	-140,174	Closed	-$5.49M	–	101
2020 Q1	$5.49M	Buy	140,174 +36,349	+35%	+$1.86M	1.8%	20
2019 Q4	$5.67M	Buy	103,825 +4,635	+5%	+$255K	1.49%	27
2019 Q3	$5.51M	Buy	+99,190	New	+$5.34M	1.61%	27

Other funds holding USRT

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Karp Capital Management's USRT Position: Q2 2022 in Review

Karp Capital Management sold out of iShares Core US REIT ETF (USRT) in Q2 2022, closing a stake of 5,356 shares — an estimated $346K sold.

Karp Capital Management first reported a position in USRT in Q3 2019 and held it in 8 quarters. The position peaked at $5.67M in Q4 2019. 298 funds tracked by Wall St. Rank hold USRT as of Q2 2022.

Karp Capital Management reported no remaining iShares Core US REIT ETF position as of Q2 2022 after selling out during the quarter.
Karp Capital Management sold 5,356 iShares Core US REIT ETF shares in Q2 2022, an estimated $346K.
Karp Capital Management first reported a position in iShares Core US REIT ETF in Q3 2019 and held it in 8 quarters.
Karp Capital Management's iShares Core US REIT ETF position peaked at $5.67M in Q4 2019.
298 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2022.

Based on Karp Capital Management's 13F filing for Q2 2022, filed 15 Jul 2022.