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Nicholas Hoffman & Company’s iShares Core US REIT ETF USRT Stock Holding History

Nicholas Hoffman & Company’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
-3,830
Closed -$205K – 267
2022
Q2 		$205K Hold
3,830
– – 0.01% 247
2022
Q1 		$248K Hold
3,830
– – 0.01% 253
2021
Q4 		$259K Buy
+3,830
New +$244K 0.01% 242

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MG
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US Bancorp
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Morgan Stanley
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Wealth Enhancement Advisory Services
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PNC Financial Services Group
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CL
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Nicholas Hoffman & Company's USRT Position: Q3 2022 in Review

Nicholas Hoffman & Company sold out of iShares Core US REIT ETF (USRT) in Q3 2022, closing a stake of 3,830 shares — an estimated $205K sold.

Nicholas Hoffman & Company first reported a position in USRT in Q4 2021 and held it in 3 quarters. The position peaked at $259K in Q4 2021. 298 funds tracked by Wall St. Rank hold USRT as of Q3 2022.

  • Nicholas Hoffman & Company reported no remaining iShares Core US REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 3,830 iShares Core US REIT ETF shares in Q3 2022, an estimated $205K.
  • Nicholas Hoffman & Company first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 3 quarters.
  • Nicholas Hoffman & Company's iShares Core US REIT ETF position peaked at $259K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2022.

Based on Nicholas Hoffman & Company's 13F filing for Q3 2022, filed 4 Nov 2022.