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Baldwin Wealth Partners’s iShares Core US REIT ETF USRT Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-1,190
Closed -$73.3K – 977
2024
Q3 		$73.3K Hold
1,190
– – 0.01% 464
2024
Q2 		$63.7K Hold
1,190
– – 0.01% 315
2024
Q1 		$64K Hold
1,190
– – ﹤0.01% 337
2023
Q4 		$64.6K Hold
1,190
– – 0.01% 340
2023
Q3 		$56.1K Hold
1,190
– – ﹤0.01% 379
2023
Q2 		$61.2K Hold
1,190
– – 0.01% 387
2023
Q1 		$60K Hold
1,190
– – 0.01% 404
2022
Q4 		$58.8K Buy
+1,190
New +$59K 0.01% 394

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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Baldwin Wealth Partners's USRT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares Core US REIT ETF (USRT) in Q4 2024, closing a stake of 1,190 shares — an estimated $73.3K sold.

Baldwin Wealth Partners first reported a position in USRT in Q4 2022 and held it in 8 quarters. The position peaked at $73.3K in Q3 2024. 370 funds tracked by Wall St. Rank hold USRT as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining iShares Core US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,190 iShares Core US REIT ETF shares in Q4 2024, an estimated $73.3K.
  • Baldwin Wealth Partners first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's iShares Core US REIT ETF position peaked at $73.3K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.