SSP
USRT icon

Sapphire Star Partners’s iShares Core US REIT ETF USRT Stock Holding History

Sapphire Star Partners’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
2018
Q4 		$444K Buy
9,890
+185
+2% +$8.76K 0.59% 66
2018
Q3 		$470K Buy
9,705
+8,177
+535% +$408K 0.47% 80
2018
Q2 		$75K Buy
+1,528
New +$71.2K 0.08% 109

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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Sapphire Star Partners's USRT Position: Q4 2018 in Review

Sapphire Star Partners increased its iShares Core US REIT ETF (USRT) stake by 1.9% in Q4 2018, buying an estimated $8.76K and bringing the position to 9,890 shares worth $444K. The position accounts for 0.59% of the portfolio, ranked #66.

Sapphire Star Partners first reported a position in USRT in Q2 2018 and has held it in 3 quarters since. The position peaked at $470K in Q3 2018. 138 funds tracked by Wall St. Rank hold USRT as of Q4 2018.

  • Sapphire Star Partners held 9,890 shares of iShares Core US REIT ETF worth $444K as of Q4 2018.
  • Sapphire Star Partners bought 185 iShares Core US REIT ETF shares in Q4 2018, an estimated $8.76K.
  • iShares Core US REIT ETF made up 0.59% of Sapphire Star Partners's portfolio in Q4 2018, its #66 holding.
  • Sapphire Star Partners first reported a position in iShares Core US REIT ETF in Q2 2018 and has held it in 3 quarters since.
  • Sapphire Star Partners's iShares Core US REIT ETF position peaked at $470K in Q3 2018.
  • 138 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2018.

Based on Sapphire Star Partners's 13F filing for Q4 2018, filed 12 Feb 2019.