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B&D White Capital Company’s iShares Core US REIT ETF USRT Stock Holding History

B&D White Capital Company’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 		– Sell
-8,315
Closed -$479K – 91
2025
Q1 		$479K Sell
8,315
-11,826
-59% -$685K 0.07% 49
2024
Q4 		$1.15M Sell
20,141
-2,427
-11% -$146K 0.19% 39
2024
Q3 		$1.39M Buy
+22,568
New +$1.32M 0.24% 40

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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 $944M AUM 10.02% 1-Year Est. Return

B&D White Capital Company's USRT Position: Q2 2025 in Review

B&D White Capital Company sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 8,315 shares — an estimated $479K sold.

B&D White Capital Company first reported a position in USRT in Q3 2024 and held it in 3 quarters. The position peaked at $1.39M in Q3 2024. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • B&D White Capital Company reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • B&D White Capital Company sold 8,315 iShares Core US REIT ETF shares in Q2 2025, an estimated $479K.
  • B&D White Capital Company first reported a position in iShares Core US REIT ETF in Q3 2024 and held it in 3 quarters.
  • B&D White Capital Company's iShares Core US REIT ETF position peaked at $1.39M in Q3 2024.
  • 366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on B&D White Capital Company's 13F filing for Q2 2025, filed 13 Aug 2025.