Armor Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Armor Investment 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
2025 Q3	–	Sell	-620	Closed	-$35.1K	–	157
2025 Q2	$35.1K	Hold	620	–	–	0.01%	129
2025 Q1	$35.7K	Hold	620	–	–	0.01%	132
2024 Q4	$35.5K	Hold	620	–	–	0.01%	128
2024 Q3	$38.2K	Sell	620 -80	-11%	-$4.67K	0.02%	133
2024 Q2	$37.5K	Hold	700	–	–	0.02%	128
2024 Q1	$37.7K	Hold	700	–	–	0.02%	133
2023 Q4	$38K	Hold	700	–	–	0.02%	135
2023 Q3	$33K	Hold	700	–	–	0.02%	132
2023 Q2	$36K	Hold	700	–	–	0.02%	128
2023 Q1	$35.3K	Hold	700	–	–	0.02%	140
2022 Q4	$34.6K	Hold	700	–	–	0.02%	139
2022 Q3	$33K	Hold	700	–	–	0.02%	137
2022 Q2	$37K	Hold	700	–	–	0.02%	133
2022 Q1	$45K	Hold	700	–	–	0.03%	136
2021 Q4	$47K	Hold	700	–	–	0.03%	131
2021 Q3	$41K	Hold	700	–	–	0.03%	138
2021 Q2	$41K	Hold	700	–	–	0.02%	139
2021 Q1	$37K	Hold	700	–	–	0.02%	136
2020 Q4	$34K	Hold	700	–	–	0.02%	131
2020 Q3	$31K	Hold	700	–	–	0.03%	115
2020 Q2	$30K	Buy	+700	New	+$29.4K	0.03%	117

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Armor Investment Advisors's USRT Position: Q3 2025 in Review

Armor Investment Advisors sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 620 shares — an estimated $35.1K sold.

Armor Investment Advisors first reported a position in USRT in Q2 2020 and held it in 21 quarters. The position peaked at $47K in Q4 2021. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

Armor Investment Advisors reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
Armor Investment Advisors sold 620 iShares Core US REIT ETF shares in Q3 2025, an estimated $35.1K.
Armor Investment Advisors first reported a position in iShares Core US REIT ETF in Q2 2020 and held it in 21 quarters.
Armor Investment Advisors's iShares Core US REIT ETF position peaked at $47K in Q4 2021.
359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Armor Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.