Number of Shares
123,754.00
Current Holdings Value*
$7.13 Mil
% of Portfolio
1.33%
Total Estimate Gain
$-233,748.10
% of Total Estimate Gain
-2.28%

Cornerstone Management, Inc.'s iShares Core U.S. REIT ETF Holding Summary

As of 2025-03-31, Cornerstone Management, Inc. held 123,754.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $7.13 Mil. This investment constitutes 1.33% of their stock portfolio, and Cornerstone Management, Inc. now holds 0.25% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.

The initial trade took place in 2021Q4. And since then Cornerstone Management, Inc. has made 6 purchases of USRT, at an average price of $58.13, for a total of 176,048.00 shares. In addition, there have been 6 sales at an average price of $56.53 for 52,294.00 shares. Based on historical transaction data and USRT's current price of $56.92, Cornerstone Management, Inc.'s estimated gain on his USRT holdings is $-233,748.10, reflecting a -2.28% gain to date.

Cornerstone Management, Inc. USRT ($56.92) Holding Chart

Cornerstone Management, Inc. USRT ($56.92) 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 %

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