Bank of Nova Scotia
USRT icon

Bank of Nova Scotia’s iShares Core US REIT ETF USRT Stock Holding History

Bank of Nova Scotia’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
Q1 		– Sell
-24,445
Closed -$1.4M – 1120
2024
Q4 		$1.4M Sell
24,445
-36,384
-60% -$2.19M ﹤0.01% 739
2024
Q3 		$3.75M Sell
60,829
-21,651
-26% -$1.26M 0.01% 523
2024
Q2 		$4.42M Buy
82,480
+6,310
+8% +$327K 0.01% 483
2024
Q1 		$4.06M Sell
76,170
-26,750
-26% -$1.42M 0.01% 536
2023
Q4 		$5.58M Buy
102,920
+33,355
+48% +$1.63M 0.01% 496
2023
Q3 		$3.28M Buy
69,565
+8,445
+14% +$432K 0.01% 490
2023
Q2 		$3.14M Buy
+61,120
New +$3.06M 0.01% 439

Other funds holding USRT

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of Nova Scotia's USRT Position: Q1 2025 in Review

Bank of Nova Scotia sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 24,445 shares — an estimated $1.4M sold.

Bank of Nova Scotia first reported a position in USRT in Q2 2023 and held it in 7 quarters. The position peaked at $5.58M in Q4 2023. 376 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

  • Bank of Nova Scotia reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of Nova Scotia sold 24,445 iShares Core US REIT ETF shares in Q1 2025, an estimated $1.4M.
  • Bank of Nova Scotia first reported a position in iShares Core US REIT ETF in Q2 2023 and held it in 7 quarters.
  • Bank of Nova Scotia's iShares Core US REIT ETF position peaked at $5.58M in Q4 2023.
  • 376 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on Bank of Nova Scotia's 13F filing for Q1 2025, filed 9 May 2025.