PAG
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Pinnacle Advisory Group’s iShares Core US REIT ETF USRT Stock Holding History

Pinnacle Advisory 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
2021
Q1 		$1.08M Buy
20,713
+8,575
+71% +$431K 0.05% 115
2020
Q4 		$588K Buy
12,138
+1,906
+19% +$88.9K 0.04% 120
2020
Q3 		$448K Buy
10,232
+931
+10% +$41.5K 0.03% 125
2020
Q2 		$404K Buy
9,301
+521
+6% +$21.9K 0.03% 127
2020
Q1 		$344K Sell
8,780
-190
-2% -$9.7K 0.03% 122
2019
Q4 		$490K Buy
8,970
+593
+7% +$32.6K 0.03% 119
2019
Q3 		$465K Buy
8,377
+1,315
+19% +$70.7K 0.03% 114
2019
Q2 		$367K Sell
7,062
-242
-3% -$12.6K 0.03% 130
2019
Q1 		$378K Buy
7,304
+1,117
+18% +$55.4K 0.03% 121
2018
Q4 		$277K Buy
+6,187
New +$293K 0.02% 130

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pinnacle Advisory Group's USRT Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares Core US REIT ETF (USRT) stake by 71% in Q1 2021, buying an estimated $431K and bringing the position to 20,713 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #115.

Pinnacle Advisory Group first reported a position in USRT in Q4 2018 and has held it in 10 quarters since. 212 funds tracked by Wall St. Rank hold USRT as of Q1 2021.

  • Pinnacle Advisory Group held 20,713 shares of iShares Core US REIT ETF worth $1.08M as of Q1 2021.
  • Pinnacle Advisory Group bought 8,575 iShares Core US REIT ETF shares in Q1 2021, an estimated $431K.
  • iShares Core US REIT ETF made up 0.05% of Pinnacle Advisory Group's portfolio in Q1 2021, its #115 holding.
  • Pinnacle Advisory Group first reported a position in iShares Core US REIT ETF in Q4 2018 and has held it in 10 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.