PAI
USRT icon

Pittenger & Anderson Inc’s iShares Core US REIT ETF USRT Stock Holding History

Pittenger & Anderson Inc’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
2020
Q2 		– Sell
-458
Closed -$18K – 369
2020
Q1 		$18K Buy
+458
New +$23.4K ﹤0.01% 277

Other funds holding USRT

BlackRock
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
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pittenger & Anderson Inc's USRT Position: Q2 2020 in Review

Pittenger & Anderson Inc sold out of iShares Core US REIT ETF (USRT) in Q2 2020, closing a stake of 458 shares — an estimated $18K sold.

Pittenger & Anderson Inc first reported a position in USRT in Q1 2020 and held it in 1 quarter. The position peaked at $18K in Q1 2020. 188 funds tracked by Wall St. Rank hold USRT as of Q2 2020.

  • Pittenger & Anderson Inc reported no remaining iShares Core US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 458 iShares Core US REIT ETF shares in Q2 2020, an estimated $18K.
  • Pittenger & Anderson Inc first reported a position in iShares Core US REIT ETF in Q1 2020 and held it in 1 quarter.
  • Pittenger & Anderson Inc's iShares Core US REIT ETF position peaked at $18K in Q1 2020.
  • 188 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2020.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2020, filed 13 Aug 2020.