KWM
USRT icon

Kingsview Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Kingsview Wealth 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
2024
Q2 		– Sell
-11,773
Closed -$633K – 1120
2024
Q1 		$633K Sell
11,773
-636
-5% -$33.7K 0.02% 612
2023
Q4 		$674K Sell
12,409
-56
-0.4% -$2.74K 0.02% 572
2023
Q3 		$588K Sell
12,465
-534
-4% -$27.3K 0.02% 573
2023
Q2 		$668K Buy
12,999
+1,029
+9% +$51.5K 0.03% 516
2023
Q1 		$603K Buy
11,970
+62
+0.5% +$3.21K 0.03% 524
2022
Q4 		$589K Sell
11,908
-2,267
-16% -$112K 0.03% 467
2022
Q3 		$673K Buy
14,175
+1,403
+11% +$77.2K 0.03% 433
2022
Q2 		$682K Buy
+12,772
New +$751K 0.03% 466
2021
Q1 		– Sell
-27,182
Closed -$1.32M – 939
2020
Q4 		$1.32M Sell
27,182
-3,577
-12% -$167K 0.1% 222
2020
Q3 		$1.34M Buy
30,759
+268
+0.9% +$12K 0.12% 182
2020
Q2 		$1.33M Buy
30,491
+1,203
+4% +$50.5K 0.13% 172
2020
Q1 		$1.15M Sell
29,288
-10,400
-26% -$531K 0.15% 162
2019
Q4 		$2.17M Sell
39,688
-653
-2% -$35.9K 0.27% 103
2019
Q3 		$2.24M Buy
40,341
+6,569
+19% +$353K 0.35% 79
2019
Q2 		$1.76M Buy
33,772
+21,548
+176% +$1.12M 0.29% 96
2019
Q1 		$632K Buy
+12,224
New +$606K 0.1% 232

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Kingsview Wealth Management's USRT Position: Q2 2024 in Review

Kingsview Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q2 2024, closing a stake of 11,773 shares — an estimated $633K sold.

Kingsview Wealth Management first reported a position in USRT in Q1 2019 and held it in 16 quarters. The position peaked at $2.24M in Q3 2019. 320 funds tracked by Wall St. Rank hold USRT as of Q2 2024.

  • Kingsview Wealth Management reported no remaining iShares Core US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,773 iShares Core US REIT ETF shares in Q2 2024, an estimated $633K.
  • Kingsview Wealth Management first reported a position in iShares Core US REIT ETF in Q1 2019 and held it in 16 quarters.
  • Kingsview Wealth Management's iShares Core US REIT ETF position peaked at $2.24M in Q3 2019.
  • 320 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.