RIA
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Regal Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Regal Investment Advisors’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
2019
Q3 		– Sell
-3,900
Closed -$203K – 337
2019
Q2 		$203K Buy
+3,900
New +$203K 0.04% 297
2018
Q4 		– Sell
-11,481
Closed -$555K – 368
2018
Q3 		$555K Sell
11,481
-9,261
-45% -$462K 0.12% 178
2018
Q2 		$1.02M Buy
20,742
+11,025
+113% +$514K 0.31% 105
2018
Q1 		$438K Sell
9,717
-3,887
-29% -$178K 0.1% 190
2017
Q4 		$675K Buy
13,604
+912
+7% +$45.4K 0.15% 154
2017
Q3 		$625K Buy
12,692
+583
+5% +$28.8K 0.15% 157
2017
Q2 		$596K Buy
12,109
+359
+3% +$17.7K 0.15% 153
2017
Q1 		$575K Buy
11,750
+4,164
+55% +$205K 0.15% 162
2016
Q4 		$370K Buy
7,586
+315
+4% +$15K 0.1% 181
2016
Q3 		$369K Sell
7,271
-2,918
-29% -$151K 0.1% 181
2016
Q2 		$526K Sell
10,189
-351
-3% -$17.2K 0.14% 155
2016
Q1 		$516K Buy
10,540
+257
+2% +$11.7K 0.14% 145
2015
Q4 		$486K Sell
10,283
-1,558
-13% -$72.3K 0.13% 154
2015
Q3 		$519K Sell
11,841
-981
-8% -$43.9K 0.13% 146
2015
Q2 		$556K Buy
12,822
+765
+6% +$35.4K 0.15% 143
2015
Q1 		$586K Buy
12,057
+3,040
+34% +$149K 0.14% 143
2014
Q4 		$426K Buy
9,017
+169
+2% +$7.73K 0.11% 156
2014
Q3 		$374K Buy
8,848
+322
+4% +$14.2K 0.11% 165
2014
Q2 		$372K Sell
8,526
-5
-0.1% -$214 0.13% 155
2014
Q1 		$350K Sell
8,531
-1,504
-15% -$60.3K 0.15% 147
2013
Q4 		$381K Sell
10,035
-970
-9% -$38K 0.22% 119
2013
Q3 		$428K Sell
11,005
-4,457
-29% -$178K 0.25% 115
2013
Q2 		$634K Buy
+15,462
New +$669K 0.35% 95

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Regal Investment Advisors's USRT Position: Q3 2019 in Review

Regal Investment Advisors sold out of iShares Core US REIT ETF (USRT) in Q3 2019, closing a stake of 3,900 shares — an estimated $203K sold.

Regal Investment Advisors first reported a position in USRT in Q2 2013 and held it in 23 quarters. The position peaked at $1.02M in Q2 2018. 180 funds tracked by Wall St. Rank hold USRT as of Q3 2019.

  • Regal Investment Advisors reported no remaining iShares Core US REIT ETF position as of Q3 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 3,900 iShares Core US REIT ETF shares in Q3 2019, an estimated $203K.
  • Regal Investment Advisors first reported a position in iShares Core US REIT ETF in Q2 2013 and held it in 23 quarters.
  • Regal Investment Advisors's iShares Core US REIT ETF position peaked at $1.02M in Q2 2018.
  • 180 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2019.

Based on Regal Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.