AWS
USRT icon

Atria Wealth Solutions’s iShares Core US REIT ETF USRT Stock Holding History

Atria Wealth Solutions’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
Q2 		$202K Sell
3,566
-6,423
-64% -$360K ﹤0.01% 1391
2025
Q1 		$575K Sell
9,989
-412
-4% -$23.9K 0.01% 1139
2024
Q4 		$596K Sell
10,401
-2,953
-22% -$178K 0.01% 1179
2024
Q3 		$822K Buy
13,354
+4,167
+45% +$243K 0.01% 994
2024
Q2 		$492K Sell
9,187
-5,219
-36% -$271K 0.01% 1246
2024
Q1 		$775K Buy
14,406
+2,385
+20% +$126K 0.01% 1031
2023
Q4 		$653K Buy
12,021
+7,441
+162% +$364K 0.01% 1075
2023
Q3 		$219K Sell
4,580
-14,518
-76% -$743K ﹤0.01% 1640
2023
Q2 		$982K Sell
19,098
-588
-3% -$29.4K 0.01% 838
2023
Q1 		$992K Buy
19,686
+1,322
+7% +$68.4K 0.01% 800
2022
Q4 		$908K Buy
18,364
+5,753
+46% +$285K 0.01% 794
2022
Q3 		$599K Sell
12,611
-275
-2% -$15.1K 0.01% 929
2022
Q2 		$688K Sell
12,886
-34,188
-73% -$2.01M 0.01% 847
2022
Q1 		$3.04M Buy
+47,074
New +$2.96M 0.05% 367

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Atria Wealth Solutions's USRT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Core US REIT ETF (USRT) stake by 64% in Q2 2025, selling an estimated $360K and leaving 3,566 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Atria Wealth Solutions first reported a position in USRT in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.04M in Q1 2022. 368 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • Atria Wealth Solutions held 3,566 shares of iShares Core US REIT ETF worth $202K as of Q2 2025.
  • Atria Wealth Solutions sold 6,423 iShares Core US REIT ETF shares in Q2 2025, an estimated $360K.
  • iShares Core US REIT ETF made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1391 holding.
  • Atria Wealth Solutions first reported a position in iShares Core US REIT ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Core US REIT ETF position peaked at $3.04M in Q1 2022.
  • 368 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.