Prospera Financial Services’s iShares Core US REIT ETF USRT Stock Holding History

Prospera Financial Services’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
2022 Q2	–	Sell	-2,746	Closed	-$178K	–	2566
2022 Q1	$178K	Buy	+2,746	New	+$172K	0.01%	919
2020 Q4	–	Sell	-235	Closed	-$10K	–	1530
2020 Q3	$10K	Buy	+235	New	+$10.5K	﹤0.01%	1120
2020 Q1	–	Sell	-4,484	Closed	-$245K	–	620
2019 Q4	$245K	Sell	4,484 -1,144	-20%	-$63K	0.02%	520
2019 Q3	$313K	Sell	5,628 -1,058	-16%	-$56.9K	0.03%	420
2019 Q2	$348K	Buy	6,686 +1,111	+20%	+$57.9K	0.04%	368
2019 Q1	$290K	Buy	+5,575	New	+$276K	0.1%	249

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Prospera Financial Services's USRT Position: Q2 2022 in Review

Prospera Financial Services sold out of iShares Core US REIT ETF (USRT) in Q2 2022, closing a stake of 2,746 shares — an estimated $178K sold.

Prospera Financial Services first reported a position in USRT in Q1 2019 and held it in 6 quarters. The position peaked at $348K in Q2 2019. 298 funds tracked by Wall St. Rank hold USRT as of Q2 2022.

Prospera Financial Services reported no remaining iShares Core US REIT ETF position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 2,746 iShares Core US REIT ETF shares in Q2 2022, an estimated $178K.
Prospera Financial Services first reported a position in iShares Core US REIT ETF in Q1 2019 and held it in 6 quarters.
Prospera Financial Services's iShares Core US REIT ETF position peaked at $348K in Q2 2019.
298 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.