Aristotle Portfolio Optimization Growth Fund USRT Holdings History
Aristotle Portfolio Optimization Growth Fund's iShares Core U.S. REIT ETF Holding Summary
As of 2025-03-31, Aristotle Portfolio Optimization Growth Fund held 106,849.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $6.15 Mil. This investment constitutes 2.52% of their stock portfolio, and Aristotle Portfolio Optimization Growth Fund now holds 0.21% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.
The initial trade took place in 2025Q1. And since then Aristotle Portfolio Optimization Growth Fund has made 1 purchases of USRT, at an average price of $57.92, for a total of 106,849.00 shares. Based on historical transaction data and USRT's current price of $56.66, Aristotle Portfolio Optimization Growth Fund's estimated gain on his USRT holdings is $-134,629.74, reflecting a -2.18% gain to date.
Aristotle Portfolio Optimization Growth Fund USRT ($56.66) Holding Chart
Aristotle Portfolio Optimization Growth Fund USRT ($56.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
