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Transamerica Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Transamerica Financial 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
-285
Closed -$15K – 707
2022
Q4 		$15K Sell
285
-3
-1% -$149 ﹤0.01% 308
2022
Q3 		$14K Sell
288
-2
-0.7% -$110 ﹤0.01% 306
2022
Q2 		$16K Buy
+290
New +$17.1K ﹤0.01% 302
2020
Q3 		– Sell
-309
Closed -$14K – 471
2020
Q2 		$14K Buy
+309
New +$13K ﹤0.01% 236

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
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
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Transamerica Financial Advisors's USRT Position: Q1 2023 in Review

Transamerica Financial Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2023, closing a stake of 285 shares — an estimated $15K sold.

Transamerica Financial Advisors first reported a position in USRT in Q2 2020 and held it in 4 quarters. The position peaked at $16K in Q2 2022. 321 funds tracked by Wall St. Rank hold USRT as of Q1 2023.

  • Transamerica Financial Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 285 iShares Core US REIT ETF shares in Q1 2023, an estimated $15K.
  • Transamerica Financial Advisors first reported a position in iShares Core US REIT ETF in Q2 2020 and held it in 4 quarters.
  • Transamerica Financial Advisors's iShares Core US REIT ETF position peaked at $16K in Q2 2022.
  • 321 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2023.

Based on Transamerica Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.