OAM
USRT icon

Occidental Asset Management’s iShares Core US REIT ETF USRT Stock Holding History

Occidental Asset Management’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
Q4 		– Sell
-6,064
Closed -$288K – 212
2022
Q3 		$288K Buy
+6,064
New +$334K 0.09% 147

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Envestnet Asset Management
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US Bancorp
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Occidental Asset Management's USRT Position: Q4 2022 in Review

Occidental Asset Management sold out of iShares Core US REIT ETF (USRT) in Q4 2022, closing a stake of 6,064 shares — an estimated $288K sold.

Occidental Asset Management first reported a position in USRT in Q3 2022 and held it in 1 quarter. The position peaked at $288K in Q3 2022. 326 funds tracked by Wall St. Rank hold USRT as of Q4 2022.

  • Occidental Asset Management reported no remaining iShares Core US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Occidental Asset Management sold 6,064 iShares Core US REIT ETF shares in Q4 2022, an estimated $288K.
  • Occidental Asset Management first reported a position in iShares Core US REIT ETF in Q3 2022 and held it in 1 quarter.
  • Occidental Asset Management's iShares Core US REIT ETF position peaked at $288K in Q3 2022.
  • 326 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2022.

Based on Occidental Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.