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Pecaut & Co’s iShares Core US REIT ETF USRT Stock Holding History

Pecaut & Co’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
Q1 		– Sell
-892
Closed -$44.1K – 114
2022
Q4 		$44.1K Buy
+892
New +$44.2K 0.02% 93
2022
Q2 		– Sell
-24
Closed -$2K – 108
2022
Q1 		$2K Sell
24
-656
-96% -$41.2K ﹤0.01% 101
2021
Q4 		$46K Buy
+680
New +$43.3K 0.02% 85

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Pecaut & Co's USRT Position: Q1 2023 in Review

Pecaut & Co sold out of iShares Core US REIT ETF (USRT) in Q1 2023, closing a stake of 892 shares — an estimated $44.1K sold.

Pecaut & Co first reported a position in USRT in Q4 2021 and held it in 3 quarters. The position peaked at $46K in Q4 2021. 320 funds tracked by Wall St. Rank hold USRT as of Q1 2023.

  • Pecaut & Co reported no remaining iShares Core US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Pecaut & Co sold 892 iShares Core US REIT ETF shares in Q1 2023, an estimated $44.1K.
  • Pecaut & Co first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 3 quarters.
  • Pecaut & Co's iShares Core US REIT ETF position peaked at $46K in Q4 2021.
  • 320 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2023.

Based on Pecaut & Co's 13F filing for Q1 2023, filed 11 May 2023.