Patriot Investment Management Group’s iShares Core US REIT ETF USRT Stock Holding History

Patriot Investment Management Group’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
2023 Q4	–	Sell	-4,483	Closed	-$212K	–	239
2023 Q3	$212K	Sell	4,483 -2,660	-37%	-$136K	0.02%	222
2023 Q2	$367K	Hold	7,143	–	–	0.03%	188
2023 Q1	$360K	Buy	7,143 +2,660	+59%	+$138K	0.03%	186
2022 Q4	$244K	Hold	4,483	–	–	0.02%	228
2022 Q3	$212K	Sell	4,483 -296	-6%	-$16.3K	0.02%	228
2022 Q2	$255K	Hold	4,779	–	–	0.02%	221
2022 Q1	$308K	Hold	4,779	–	–	0.03%	218
2021 Q4	$323K	Hold	4,779	–	–	0.03%	211
2021 Q3	$280K	Hold	4,779	–	–	0.03%	216
2021 Q2	$278K	Sell	4,779 -304	-6%	-$17.3K	0.03%	214
2021 Q1	$266K	Buy	+5,083	New	+$256K	0.03%	210
2020 Q3	–	Sell	-4,076	Closed	-$177K	–	620
2020 Q2	$177K	Buy	+4,076	New	+$171K	0.02%	218

Other funds holding USRT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Patriot Investment Management Group's USRT Position: Q4 2023 in Review

Patriot Investment Management Group sold out of iShares Core US REIT ETF (USRT) in Q4 2023, closing a stake of 4,483 shares — an estimated $212K sold.

Patriot Investment Management Group first reported a position in USRT in Q2 2020 and held it in 12 quarters. The position peaked at $367K in Q2 2023. 344 funds tracked by Wall St. Rank hold USRT as of Q4 2023.

Patriot Investment Management Group reported no remaining iShares Core US REIT ETF position as of Q4 2023 after selling out during the quarter.
Patriot Investment Management Group sold 4,483 iShares Core US REIT ETF shares in Q4 2023, an estimated $212K.
Patriot Investment Management Group first reported a position in iShares Core US REIT ETF in Q2 2020 and held it in 12 quarters.
Patriot Investment Management Group's iShares Core US REIT ETF position peaked at $367K in Q2 2023.
344 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2023.

Based on Patriot Investment Management Group's 13F filing for Q4 2023, filed 17 Jan 2024.