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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

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Corient Private Wealth
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FA
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Thrivent Financial for Lutherans
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Morgan Stanley
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PNC Financial Services Group
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CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return