BWM
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BankPlus Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

BankPlus Wealth Management’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
-3,491
Closed -$200K – 108
2024
Q4 		$200K Buy
+3,491
New +$210K 0.15% 103

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TCOT
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Morgan Stanley
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JHU
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HFS
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Corient Private Wealth
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BankPlus Wealth Management's USRT Position: Q1 2025 in Review

BankPlus Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 3,491 shares — an estimated $200K sold.

BankPlus Wealth Management first reported a position in USRT in Q4 2024 and held it in 1 quarter. The position peaked at $200K in Q4 2024. 375 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

  • BankPlus Wealth Management reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • BankPlus Wealth Management sold 3,491 iShares Core US REIT ETF shares in Q1 2025, an estimated $200K.
  • BankPlus Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2024 and held it in 1 quarter.
  • BankPlus Wealth Management's iShares Core US REIT ETF position peaked at $200K in Q4 2024.
  • 375 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on BankPlus Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.