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

United Capital 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 Q4	–	Sell	-4,638	Closed	-$219K	–	1124
2023 Q3	$219K	Buy	+4,638	New	+$237K	﹤0.01%	785
2023 Q2	–	Sell	-4,784	Closed	-$241K	–	981
2023 Q1	$241K	Buy	+4,784	New	+$248K	﹤0.01%	882
2022 Q1	–	Sell	-3,375	Closed	-$228K	–	1231
2021 Q4	$228K	Buy	+3,375	New	+$215K	﹤0.01%	1110
2021 Q3	–	Sell	-3,941	Closed	-$230K	–	1246
2021 Q2	$230K	Buy	+3,941	New	+$224K	﹤0.01%	1117
2021 Q1	–	Sell	-4,991	Closed	-$242K	–	1239
2020 Q4	$242K	Buy	+4,991	New	+$233K	﹤0.01%	1072
2020 Q1	–	Sell	-5,341	Closed	-$292K	–	1373
2019 Q4	$292K	Sell	5,341 -1,226	-19%	-$67.5K	﹤0.01%	1144
2019 Q3	$365K	Buy	+6,567	New	+$353K	﹤0.01%	1036

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

United Capital Financial Advisors's USRT Position: Q4 2023 in Review

United Capital Financial Advisors sold out of iShares Core US REIT ETF (USRT) in Q4 2023, closing a stake of 4,638 shares — an estimated $219K sold.

United Capital Financial Advisors first reported a position in USRT in Q3 2019 and held it in 7 quarters. The position peaked at $365K in Q3 2019. 344 funds tracked by Wall St. Rank hold USRT as of Q4 2023.

United Capital Financial Advisors reported no remaining iShares Core US REIT ETF position as of Q4 2023 after selling out during the quarter.
United Capital Financial Advisors sold 4,638 iShares Core US REIT ETF shares in Q4 2023, an estimated $219K.
United Capital Financial Advisors first reported a position in iShares Core US REIT ETF in Q3 2019 and held it in 7 quarters.
United Capital Financial Advisors's iShares Core US REIT ETF position peaked at $365K in Q3 2019.
344 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.