AP
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Atwood & Palmer’s iShares Core US REIT ETF USRT Stock Holding History

Atwood & Palmer’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
-303
Closed -$17.1K – 536
2025
Q2 		$17.1K Hold
303
– – ﹤0.01% 337
2025
Q1 		$17.5K Sell
303
-28
-8% -$1.62K ﹤0.01% 301
2024
Q4 		$19K Sell
331
-64
-16% -$3.85K ﹤0.01% 291
2024
Q3 		$24.3K Sell
395
-114
-22% -$6.66K ﹤0.01% 271
2024
Q2 		$27.3K Buy
+509
New +$26.4K ﹤0.01% 267

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
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

Atwood & Palmer's USRT Position: Q3 2025 in Review

Atwood & Palmer sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 303 shares — an estimated $17.1K sold.

Atwood & Palmer first reported a position in USRT in Q2 2024 and held it in 5 quarters. The position peaked at $27.3K in Q2 2024. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

  • Atwood & Palmer reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Atwood & Palmer sold 303 iShares Core US REIT ETF shares in Q3 2025, an estimated $17.1K.
  • Atwood & Palmer first reported a position in iShares Core US REIT ETF in Q2 2024 and held it in 5 quarters.
  • Atwood & Palmer's iShares Core US REIT ETF position peaked at $27.3K in Q2 2024.
  • 359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.