WWM
USRT icon

Western Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Western Wealth Management’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
Q2 		– Sell
-3,998
Closed -$201K – 674
2023
Q1 		$201K Buy
+3,998
New +$207K 0.02% 608
2022
Q4 		– Sell
-8,571
Closed -$407K – 792
2022
Q3 		$407K Buy
8,571
+3,548
+71% +$195K 0.02% 555
2022
Q2 		$267K Buy
+5,023
New +$295K 0.02% 647

Other funds holding USRT

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Western Wealth Management's USRT Position: Q2 2023 in Review

Western Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q2 2023, closing a stake of 3,998 shares — an estimated $201K sold.

Western Wealth Management first reported a position in USRT in Q2 2022 and held it in 3 quarters. The position peaked at $407K in Q3 2022. 326 funds tracked by Wall St. Rank hold USRT as of Q2 2023.

  • Western Wealth Management reported no remaining iShares Core US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Western Wealth Management sold 3,998 iShares Core US REIT ETF shares in Q2 2023, an estimated $201K.
  • Western Wealth Management first reported a position in iShares Core US REIT ETF in Q2 2022 and held it in 3 quarters.
  • Western Wealth Management's iShares Core US REIT ETF position peaked at $407K in Q3 2022.
  • 326 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2023.

Based on Western Wealth Management's 13F filing for Q2 2023, filed 30 Aug 2023.