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AA
Ancora Advisors’s
iShares Core US REIT ETF
USRT
Stock Holding History
Ancora 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
2026
Q1
$5.92K
Hold
100
–
–
﹤0.01%
1926
2025
Q4
$5.7K
Hold
100
–
–
﹤0.01%
1931
2025
Q3
$5.87K
Hold
100
–
–
﹤0.01%
1482
2025
Q2
$5.66K
Sell
100
-97
-49%
-$5.44K
﹤0.01%
1473
2025
Q1
$11.3K
Buy
197
+97
+97%
+$5.62K
﹤0.01%
1301
2024
Q4
$5.73K
Hold
100
–
–
﹤0.01%
1440
2024
Q3
$6.16K
Hold
100
–
–
﹤0.01%
1409
2024
Q2
$5.36K
Hold
100
–
–
﹤0.01%
1429
2024
Q1
$5.38K
Hold
100
–
–
﹤0.01%
1429
2023
Q4
$5.43K
Hold
100
–
–
﹤0.01%
1383
2023
Q3
$4.72K
Hold
100
–
–
﹤0.01%
1399
2023
Q2
$5.14K
Hold
100
–
–
﹤0.01%
1380
2023
Q1
$5.04K
Hold
100
–
–
﹤0.01%
1399
2022
Q4
$5K
Hold
100
–
–
﹤0.01%
1484
2022
Q3
$5K
Hold
100
–
–
﹤0.01%
1657
2022
Q2
$5K
Hold
100
–
–
﹤0.01%
1771
2022
Q1
$6K
Buy
+100
New
+$6.28K
﹤0.01%
1913
2021
Q4
–
Sell
-167
Closed
-$10K
–
2457
2021
Q3
$10K
Buy
+167
New
+$10.2K
﹤0.01%
1688
Other funds holding USRT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
GT
Glenmede Trust
Philadelphia, Pennsylvania
$20.4B AUM
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
RIM
Rakuten Investment Management
Tokyo, Japan
$49.2B AUM
TCOT
Trust Company of Tennessee
Knoxville, Tennessee
$537M AUM
13.53%
1-Year Est. Return
SC
Savant Capital
Rockford, Illinois
$20.7B AUM
19.76%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
DCM
Disciplina Capital Management
Nashville, Tennessee
$944M AUM
10.02%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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