TAIM
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TD Ameritrade Investment Management’s iShares Core US REIT ETF USRT Stock Holding History

TD Ameritrade Investment Management’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
Q3 		– Sell
-1,629
Closed -$84K – 464
2023
Q2 		$84K Sell
1,629
-1,280
-44% -$64.1K ﹤0.01% 227
2023
Q1 		$147K Buy
2,909
+550
+23% +$28.5K ﹤0.01% 198
2022
Q4 		$117K Sell
2,359
-289
-11% -$14.3K ﹤0.01% 224
2022
Q3 		$126K Sell
2,648
-1,526
-37% -$84K ﹤0.01% 232
2022
Q2 		$223K Sell
4,174
-455
-10% -$26.8K ﹤0.01% 215
2022
Q1 		$299K Buy
4,629
+1,848
+66% +$116K ﹤0.01% 219
2021
Q4 		$188K Sell
2,781
-4,038
-59% -$257K ﹤0.01% 244
2021
Q3 		$298K Buy
6,819
+3,187
+88% +$194K ﹤0.01% 189
2021
Q2 		$212K Sell
3,632
-727
-17% -$41.3K ﹤0.01% 232
2021
Q1 		$211K Hold
4,359
– – ﹤0.01% 217
2020
Q4 		$211K Sell
4,359
-2,460
-36% -$115K ﹤0.01% 217
2020
Q3 		$298K Buy
6,819
+200
+3% +$8.92K ﹤0.01% 189
2020
Q2 		$288K Buy
6,619
+6,618
+661,800% +$278K ﹤0.01% 191
2020
Q1 		$0 Buy
+1
New +$51 ﹤0.01% 652
2019
Q4 		– Sell
-1,416
Closed -$79K – 665
2019
Q3 		$79K Sell
1,416
-110
-7% -$5.92K ﹤0.01% 233
2019
Q2 		$79K Sell
1,526
-272
-15% -$14.2K ﹤0.01% 217
2019
Q1 		$93K Sell
1,798
-295
-14% -$14.6K ﹤0.01% 197
2018
Q4 		$94K Sell
2,093
-9,742
-82% -$461K ﹤0.01% 190
2018
Q3 		$573K Buy
11,835
+665
+6% +$33.1K ﹤0.01% 99
2018
Q2 		$549K Buy
11,170
+11,017
+7,201% +$514K ﹤0.01% 87
2018
Q1 		$7K Buy
+153
New +$7K ﹤0.01% 116

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TD Ameritrade Investment Management's USRT Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Core US REIT ETF (USRT) in Q3 2023, closing a stake of 1,629 shares — an estimated $84K sold.

TD Ameritrade Investment Management first reported a position in USRT in Q1 2018 and held it in 21 quarters. The position peaked at $573K in Q3 2018. 323 funds tracked by Wall St. Rank hold USRT as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares Core US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 1,629 iShares Core US REIT ETF shares in Q3 2023, an estimated $84K.
  • TD Ameritrade Investment Management first reported a position in iShares Core US REIT ETF in Q1 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's iShares Core US REIT ETF position peaked at $573K in Q3 2018.
  • 323 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.