AAS
USRT icon

Ameritas Advisory Services’s iShares Core US REIT ETF USRT Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-257
Closed -$14.6K – 2897
2025
Q2 		$14.6K Buy
+257
New +$14.4K ﹤0.01% 1870
2023
Q2 		– Sell
-210
Closed -$10.5K – 2421
2023
Q1 		$10.5K Buy
+210
New +$10.9K ﹤0.01% 1873

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

Ameritas Advisory Services's USRT Position: Q3 2025 in Review

Ameritas Advisory Services sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 257 shares — an estimated $14.6K sold.

Ameritas Advisory Services first reported a position in USRT in Q1 2023 and held it in 2 quarters. The position peaked at $14.6K in Q2 2025. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

  • Ameritas Advisory Services reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 257 iShares Core US REIT ETF shares in Q3 2025, an estimated $14.6K.
  • Ameritas Advisory Services first reported a position in iShares Core US REIT ETF in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's iShares Core US REIT ETF position peaked at $14.6K in Q2 2025.
  • 359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.