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Oak Harbor Wealth Partners’s iShares Core US REIT ETF USRT Stock Holding History

Oak Harbor Wealth Partners’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
2024
Q1 		– Sell
-148
Closed -$8.04K – 235
2023
Q4 		$8.04K Buy
+148
New +$7.24K ﹤0.01% 214

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oak Harbor Wealth Partners's USRT Position: Q1 2024 in Review

Oak Harbor Wealth Partners sold out of iShares Core US REIT ETF (USRT) in Q1 2024, closing a stake of 148 shares — an estimated $8.04K sold.

Oak Harbor Wealth Partners first reported a position in USRT in Q4 2023 and held it in 1 quarter. The position peaked at $8.04K in Q4 2023. 329 funds tracked by Wall St. Rank hold USRT as of Q1 2024.

  • Oak Harbor Wealth Partners reported no remaining iShares Core US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 148 iShares Core US REIT ETF shares in Q1 2024, an estimated $8.04K.
  • Oak Harbor Wealth Partners first reported a position in iShares Core US REIT ETF in Q4 2023 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's iShares Core US REIT ETF position peaked at $8.04K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2024.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2024, filed 23 Apr 2024.