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

TCI Wealth 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
2023 Q1	–	Sell	-65	Closed	-$3.21K	–	2646
2022 Q4	$3.21K	Buy	65 +53	+442%	+$2.63K	﹤0.01%	1823
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	2173
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	2214
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	2157
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	2245
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	2319
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	2262
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	2116
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	1466
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	1447
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	1376
2020 Q1	$0	Hold	12	–	–	﹤0.01%	1776
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	1451
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	1399
2019 Q2	$1K	Buy	+12	New	+$625	﹤0.01%	1316

Other funds holding USRT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

TCI Wealth Advisors's USRT Position: Q1 2023 in Review

TCI Wealth Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2023, closing a stake of 65 shares — an estimated $3.21K sold.

TCI Wealth Advisors first reported a position in USRT in Q2 2019 and held it in 15 quarters. The position peaked at $3.21K in Q4 2022. 321 funds tracked by Wall St. Rank hold USRT as of Q1 2023.

TCI Wealth Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 65 iShares Core US REIT ETF shares in Q1 2023, an estimated $3.21K.
TCI Wealth Advisors first reported a position in iShares Core US REIT ETF in Q2 2019 and held it in 15 quarters.
TCI Wealth Advisors's iShares Core US REIT ETF position peaked at $3.21K in Q4 2022.
321 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.