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Marvin & Palmer Associates’s iShares Core US REIT ETF USRT Stock Holding History

Marvin & Palmer Associates’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
Q2 		– Sell
-117,767
Closed -$7.61M – 34
2022
Q1 		$7.61M Sell
117,767
-3,213
-3% -$202K 3.43% 21
2021
Q4 		$8.18M Buy
+120,980
New +$7.7M 3.5% 19

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Marvin & Palmer Associates's USRT Position: Q2 2022 in Review

Marvin & Palmer Associates sold out of iShares Core US REIT ETF (USRT) in Q2 2022, closing a stake of 117,767 shares — an estimated $7.61M sold.

Marvin & Palmer Associates first reported a position in USRT in Q4 2021 and held it in 2 quarters. The position peaked at $8.18M in Q4 2021. 298 funds tracked by Wall St. Rank hold USRT as of Q2 2022.

  • Marvin & Palmer Associates reported no remaining iShares Core US REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Marvin & Palmer Associates sold 117,767 iShares Core US REIT ETF shares in Q2 2022, an estimated $7.61M.
  • Marvin & Palmer Associates first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 2 quarters.
  • Marvin & Palmer Associates's iShares Core US REIT ETF position peaked at $8.18M in Q4 2021.
  • 298 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2022.

Based on Marvin & Palmer Associates's 13F filing for Q2 2022, filed 9 Aug 2022.