TRIA
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Trail Ridge Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Trail Ridge Investment 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
2022
Q3 		– Sell
-5,800
Closed -$310K – 142
2022
Q2 		$310K Sell
5,800
-1,400
-19% -$82.3K 0.21% 119
2022
Q1 		$465K Buy
7,200
+900
+14% +$56.5K 0.29% 96
2021
Q4 		$426K Buy
+6,300
New +$401K 0.26% 93

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MG
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Morgan Stanley
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Thrivent Financial for Lutherans
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CL
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Trail Ridge Investment Advisors's USRT Position: Q3 2022 in Review

Trail Ridge Investment Advisors sold out of iShares Core US REIT ETF (USRT) in Q3 2022, closing a stake of 5,800 shares — an estimated $310K sold.

Trail Ridge Investment Advisors first reported a position in USRT in Q4 2021 and held it in 3 quarters. The position peaked at $465K in Q1 2022. 298 funds tracked by Wall St. Rank hold USRT as of Q3 2022.

  • Trail Ridge Investment Advisors reported no remaining iShares Core US REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 5,800 iShares Core US REIT ETF shares in Q3 2022, an estimated $310K.
  • Trail Ridge Investment Advisors first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 3 quarters.
  • Trail Ridge Investment Advisors's iShares Core US REIT ETF position peaked at $465K in Q1 2022.
  • 298 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2022.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.