TCA
USRT icon

Trifecta Capital Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Trifecta Capital 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
-5
Closed -$247 – 456
2022
Q4 		$247 Buy
+5
New +$248 ﹤0.01% 437

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

Trifecta Capital Advisors's USRT Position: Q1 2023 in Review

Trifecta Capital Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2023, closing a stake of 5 shares — an estimated $247 sold.

Trifecta Capital Advisors first reported a position in USRT in Q4 2022 and held it in 1 quarter. The position peaked at $247 in Q4 2022. 321 funds tracked by Wall St. Rank hold USRT as of Q1 2023.

  • Trifecta Capital Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 5 iShares Core US REIT ETF shares in Q1 2023, an estimated $247.
  • Trifecta Capital Advisors first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 1 quarter.
  • Trifecta Capital Advisors's iShares Core US REIT ETF position peaked at $247 in Q4 2022.
  • 321 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2023.

Based on Trifecta Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.