Stamos Capital Partners’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
49,180
+19,171
| +64% | +$1.08M | 0.5% | 62 |
|
|
2025
Q1 | $1.73M | Sell |
30,009
-5,081
| -14% | -$293K | 0.45% | 71 |
|
|
2024
Q4 | $2.01M | Buy |
35,090
+14,910
| +74% | +$854K | 0.47% | 62 |
|
|
2024
Q3 | $1.24M | Sell |
20,180
-3,610
| -15% | -$222K | 0.29% | 83 |
|
|
2024
Q2 | $1.27M | Buy |
23,790
+530
| +2% | +$28.4K | 0.27% | 89 |
|
|
2024
Q1 | $1.25M | Sell |
23,260
-3,320
| -12% | -$179K | 0.28% | 78 |
|
|
2023
Q4 | $1.44M | Sell |
26,580
-5,320
| -17% | -$289K | 0.39% | 64 |
|
|
2023
Q3 | $1.51M | Buy |
31,900
+1,750
| +6% | +$82.6K | 0.34% | 79 |
|
|
2023
Q2 | $1.55M | Buy |
30,150
+24,050
| +394% | +$1.24M | 0.36% | 76 |
|
|
2023
Q1 | $307K | Buy |
+6,100
| New | +$307K | 0.08% | 96 |
|