Peninsula Wealth’s iShares Core US REIT ETF USRT Stock Holding History

Peninsula Wealth’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
2024 Q1	–	Sell	-7,258	Closed	-$394K	–	96
2023 Q4	$394K	Buy	7,258 +4	+0.1%	+$196	0.08%	65
2023 Q3	$325K	Buy	7,254 +128	+2%	+$6.55K	0.08%	64
2023 Q2	$366K	Buy	7,126 +28	+0.4%	+$1.4K	0.1%	50
2023 Q1	$358K	Buy	7,098 +43	+0.6%	+$2.23K	0.1%	48
2022 Q4	$349K	Buy	7,055 +269	+4%	+$13.3K	0.11%	47
2022 Q3	$322K	Sell	6,786 -131	-2%	-$7.21K	0.11%	45
2022 Q2	$369K	Buy	6,917 +25	+0.4%	+$1.47K	0.12%	41
2022 Q1	$446K	Buy	6,892 +20	+0.3%	+$1.26K	0.13%	39
2021 Q4	$464K	Buy	+6,872	New	+$437K	0.12%	40

Other funds holding USRT

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

CSIA

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

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

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

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

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

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

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Peninsula Wealth's USRT Position: Q1 2024 in Review

Peninsula Wealth sold out of iShares Core US REIT ETF (USRT) in Q1 2024, closing a stake of 7,258 shares — an estimated $394K sold.

Peninsula Wealth first reported a position in USRT in Q4 2021 and held it in 9 quarters. The position peaked at $464K in Q4 2021. 329 funds tracked by Wall St. Rank hold USRT as of Q1 2024.

Peninsula Wealth reported no remaining iShares Core US REIT ETF position as of Q1 2024 after selling out during the quarter.
Peninsula Wealth sold 7,258 iShares Core US REIT ETF shares in Q1 2024, an estimated $394K.
Peninsula Wealth first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 9 quarters.
Peninsula Wealth's iShares Core US REIT ETF position peaked at $464K in Q4 2021.
329 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2024.

Based on Peninsula Wealth's 13F filing for Q1 2024, filed 8 May 2024.