Baird Financial Group
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Baird Financial Group’s iShares Core US REIT ETF USRT Stock Holding History

Baird Financial Group’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 		$940K Buy
15,878
+3,259
+26% +$196K ﹤0.01% 1274
2025
Q4 		$719K Buy
12,619
+1,548
+14% +$89.6K ﹤0.01% 1356
2025
Q3 		$650K Buy
11,071
+2,637
+31% +$151K ﹤0.01% 1387
2025
Q2 		$477K Sell
8,434
-5,304
-39% -$297K ﹤0.01% 1432
2025
Q1 		$791K Buy
+13,738
New +$796K ﹤0.01% 1261
2020
Q2 		– Sell
-43,222
Closed -$1.69M – 1594
2020
Q1 		$1.69M Buy
43,222
+3,321
+8% +$170K 0.01% 733
2019
Q4 		$2.18M Buy
39,901
+5,538
+16% +$305K 0.01% 747
2019
Q3 		$1.91M Buy
34,363
+1,525
+5% +$82K 0.01% 783
2019
Q2 		$1.71M Buy
+32,838
New +$1.71M 0.01% 827

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