WI
USRT icon

WBI Investments’s iShares Core US REIT ETF USRT Stock Holding History

WBI Investments’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
2018
Q2 		– Sell
-56,800
Closed -$2.56M – 302
2018
Q1 		$2.56M Buy
+56,800
New +$2.6M 0.13% 96

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBI Investments's USRT Position: Q2 2018 in Review

WBI Investments sold out of iShares Core US REIT ETF (USRT) in Q2 2018, closing a stake of 56,800 shares — an estimated $2.56M sold.

WBI Investments first reported a position in USRT in Q1 2018 and held it in 1 quarter. The position peaked at $2.56M in Q1 2018. 86 funds tracked by Wall St. Rank hold USRT as of Q2 2018.

  • WBI Investments reported no remaining iShares Core US REIT ETF position as of Q2 2018 after selling out during the quarter.
  • WBI Investments sold 56,800 iShares Core US REIT ETF shares in Q2 2018, an estimated $2.56M.
  • WBI Investments first reported a position in iShares Core US REIT ETF in Q1 2018 and held it in 1 quarter.
  • WBI Investments's iShares Core US REIT ETF position peaked at $2.56M in Q1 2018.
  • 86 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2018.

Based on WBI Investments's 13F filing for Q2 2018, filed 9 Aug 2018.