Mackenzie Financial
USRT icon

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

Mackenzie 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
Q4 		– Sell
-5,900
Closed -$258K – 1095
2020
Q3 		$258K Hold
5,900
– – ﹤0.01% 899
2020
Q2 		$257K Sell
5,900
-1,836
-24% -$77K ﹤0.01% 902
2020
Q1 		$303K Buy
+7,736
New +$395K ﹤0.01% 905

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FA
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Schroder Investment Management Group
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Envestnet Asset Management
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MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
TC
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CL
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PNC Financial Services Group
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Mackenzie Financial's USRT Position: Q4 2020 in Review

Mackenzie Financial sold out of iShares Core US REIT ETF (USRT) in Q4 2020, closing a stake of 5,900 shares — an estimated $258K sold.

Mackenzie Financial first reported a position in USRT in Q1 2020 and held it in 3 quarters. The position peaked at $303K in Q1 2020. 207 funds tracked by Wall St. Rank hold USRT as of Q4 2020.

  • Mackenzie Financial reported no remaining iShares Core US REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Mackenzie Financial sold 5,900 iShares Core US REIT ETF shares in Q4 2020, an estimated $258K.
  • Mackenzie Financial first reported a position in iShares Core US REIT ETF in Q1 2020 and held it in 3 quarters.
  • Mackenzie Financial's iShares Core US REIT ETF position peaked at $303K in Q1 2020.
  • 207 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2020.

Based on Mackenzie Financial's 13F filing for Q4 2020, filed 10 Feb 2021.