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SVB Wealth’s iShares Core US REIT ETF USRT Stock Holding History

SVB Wealth’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
Q4 		– Sell
-5,399
Closed -$256K – 1097
2022
Q3 		$256K Buy
+5,399
New +$297K ﹤0.01% 751

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SVB Wealth's USRT Position: Q4 2022 in Review

SVB Wealth sold out of iShares Core US REIT ETF (USRT) in Q4 2022, closing a stake of 5,399 shares — an estimated $256K sold.

SVB Wealth first reported a position in USRT in Q3 2022 and held it in 1 quarter. The position peaked at $256K in Q3 2022. 326 funds tracked by Wall St. Rank hold USRT as of Q4 2022.

  • SVB Wealth reported no remaining iShares Core US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • SVB Wealth sold 5,399 iShares Core US REIT ETF shares in Q4 2022, an estimated $256K.
  • SVB Wealth first reported a position in iShares Core US REIT ETF in Q3 2022 and held it in 1 quarter.
  • SVB Wealth's iShares Core US REIT ETF position peaked at $256K in Q3 2022.
  • 326 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2022.

Based on SVB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.