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

Zeke 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
2022 Q4	$421K	Buy	+8,504	New	+$421K	0.03%	269

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Zeke Capital Advisors's USRT Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in iShares Core US REIT ETF (USRT) in Q4 2022: 8,504 shares worth $421K. The stake represents 0.03% of the portfolio and ranks #269 among its holdings.

326 funds tracked by Wall St. Rank hold USRT as of Q4 2022.

Zeke Capital Advisors held 8,504 shares of iShares Core US REIT ETF worth $421K as of Q4 2022.
iShares Core US REIT ETF was a new Zeke Capital Advisors position in Q4 2022.
iShares Core US REIT ETF made up 0.03% of Zeke Capital Advisors's portfolio in Q4 2022, its #269 holding.
326 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.