LF
USRT icon

Lee Financial’s iShares Core US REIT ETF USRT Stock Holding History

Lee Financial’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
2020
Q1 		– Sell
-73
Closed -$4K – 519
2019
Q4 		$4K Hold
73
– – ﹤0.01% 432
2019
Q3 		$4K Hold
73
– – ﹤0.01% 442
2019
Q2 		$4K Hold
73
– – ﹤0.01% 448
2019
Q1 		$4K Buy
+73
New +$3.62K ﹤0.01% 435

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lee Financial's USRT Position: Q1 2020 in Review

Lee Financial sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 73 shares — an estimated $4K sold.

Lee Financial first reported a position in USRT in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 204 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

  • Lee Financial reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Lee Financial sold 73 iShares Core US REIT ETF shares in Q1 2020, an estimated $4K.
  • Lee Financial first reported a position in iShares Core US REIT ETF in Q1 2019 and held it in 4 quarters.
  • Lee Financial's iShares Core US REIT ETF position peaked at $4K in Q4 2019.
  • 204 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on Lee Financial's 13F filing for Q1 2020, filed 7 May 2020.