PCP
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Panoramic Capital Partners’s iShares Core US REIT ETF USRT Stock Holding History

Panoramic Capital 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
2025
Q1 		– Sell
-4,668
Closed -$268K – 68
2024
Q4 		$268K Buy
+4,668
New +$281K 0.24% 43

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Panoramic Capital Partners's USRT Position: Q1 2025 in Review

Panoramic Capital Partners sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 4,668 shares — an estimated $268K sold.

Panoramic Capital Partners first reported a position in USRT in Q4 2024 and held it in 1 quarter. The position peaked at $268K in Q4 2024. 375 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

  • Panoramic Capital Partners reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Panoramic Capital Partners sold 4,668 iShares Core US REIT ETF shares in Q1 2025, an estimated $268K.
  • Panoramic Capital Partners first reported a position in iShares Core US REIT ETF in Q4 2024 and held it in 1 quarter.
  • Panoramic Capital Partners's iShares Core US REIT ETF position peaked at $268K in Q4 2024.
  • 375 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on Panoramic Capital Partners's 13F filing for Q1 2025, filed 14 Apr 2025.