RK
USRT icon

Rather & Kittrell’s iShares Core US REIT ETF USRT Stock Holding History

Rather & Kittrell’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
Q1 		– Sell
-1,667
Closed -$112K – 290
2021
Q4 		$112K Buy
+1,667
New +$106K 0.1% 88

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Rather & Kittrell's USRT Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares Core US REIT ETF (USRT) in Q1 2022, closing a stake of 1,667 shares — an estimated $112K sold.

Rather & Kittrell first reported a position in USRT in Q4 2021 and held it in 1 quarter. The position peaked at $112K in Q4 2021. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares Core US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 1,667 iShares Core US REIT ETF shares in Q1 2022, an estimated $112K.
  • Rather & Kittrell first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares Core US REIT ETF position peaked at $112K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.