Marshall Wace
USRT icon

Marshall Wace’s iShares Core US REIT ETF USRT Stock Holding History

Marshall Wace’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
Q3 		– Sell
-9,100
Closed -$486K – 3816
2022
Q2 		$486K Buy
+9,100
New +$535K ﹤0.01% 2802

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Marshall Wace's USRT Position: Q3 2022 in Review

Marshall Wace sold out of iShares Core US REIT ETF (USRT) in Q3 2022, closing a stake of 9,100 shares — an estimated $486K sold.

Marshall Wace first reported a position in USRT in Q2 2022 and held it in 1 quarter. The position peaked at $486K in Q2 2022. 297 funds tracked by Wall St. Rank hold USRT as of Q3 2022.

  • Marshall Wace reported no remaining iShares Core US REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Marshall Wace sold 9,100 iShares Core US REIT ETF shares in Q3 2022, an estimated $486K.
  • Marshall Wace first reported a position in iShares Core US REIT ETF in Q2 2022 and held it in 1 quarter.
  • Marshall Wace's iShares Core US REIT ETF position peaked at $486K in Q2 2022.
  • 297 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2022.

Based on Marshall Wace's 13F filing for Q3 2022, filed 14 Nov 2022.