RFA
USRT icon

Reilly Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Reilly Financial 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
-2,100
Closed -$109K – 974
2019
Q2 		$109K Buy
+2,100
New +$109K 0.01% 240

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

Reilly Financial Advisors's USRT Position: Q3 2019 in Review

Reilly Financial Advisors sold out of iShares Core US REIT ETF (USRT) in Q3 2019, closing a stake of 2,100 shares — an estimated $109K sold.

Reilly Financial Advisors first reported a position in USRT in Q2 2019 and held it in 1 quarter. The position peaked at $109K in Q2 2019. 180 funds tracked by Wall St. Rank hold USRT as of Q3 2019.

  • Reilly Financial Advisors reported no remaining iShares Core US REIT ETF position as of Q3 2019 after selling out during the quarter.
  • Reilly Financial Advisors sold 2,100 iShares Core US REIT ETF shares in Q3 2019, an estimated $109K.
  • Reilly Financial Advisors first reported a position in iShares Core US REIT ETF in Q2 2019 and held it in 1 quarter.
  • Reilly Financial Advisors's iShares Core US REIT ETF position peaked at $109K in Q2 2019.
  • 180 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2019.

Based on Reilly Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.