MS
USRT icon

Madden Securities’s iShares Core US REIT ETF USRT Stock Holding History

Madden Securities’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
2023
Q1 		– Sell
-91
Closed -$4.5K – 353
2022
Q4 		$4.5K Buy
+91
New +$4.51K ﹤0.01% 348

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Madden Securities's USRT Position: Q1 2023 in Review

Madden Securities sold out of iShares Core US REIT ETF (USRT) in Q1 2023, closing a stake of 91 shares — an estimated $4.5K sold.

Madden Securities first reported a position in USRT in Q4 2022 and held it in 1 quarter. The position peaked at $4.5K in Q4 2022. 320 funds tracked by Wall St. Rank hold USRT as of Q1 2023.

  • Madden Securities reported no remaining iShares Core US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Madden Securities sold 91 iShares Core US REIT ETF shares in Q1 2023, an estimated $4.5K.
  • Madden Securities first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 1 quarter.
  • Madden Securities's iShares Core US REIT ETF position peaked at $4.5K in Q4 2022.
  • 320 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.