Bartlett & Co Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Bartlett & Co 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 Q2	–	Sell	-700	Closed	-$40.3K	–	1335
2025 Q1	$40.3K	Hold	700	–	–	﹤0.01%	691
2024 Q4	$40.1K	Buy	700 +30	+4%	+$1.8K	﹤0.01%	696
2024 Q3	$41.3K	Buy	670 +280	+72%	+$16.3K	﹤0.01%	694
2024 Q2	$20.9K	Hold	390	–	–	﹤0.01%	811
2024 Q1	$21K	Sell	390 -37	-9%	-$1.96K	﹤0.01%	812
2023 Q4	$23.5K	Sell	427 -20	-4%	-$978	﹤0.01%	854
2023 Q3	$21.3K	Sell	447 -40	-8%	-$2.05K	﹤0.01%	812
2023 Q2	$25K	Buy	487 +460	+1,704%	+$23K	﹤0.01%	779
2023 Q1	$1.36K	Hold	27	–	–	﹤0.01%	1000
2022 Q4	$1.33K	Hold	27	–	–	﹤0.01%	1037
2022 Q3	$1.28K	Buy	+27	New	+$1.49K	﹤0.01%	1096

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 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 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

Bartlett & Co Wealth Management's USRT Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 700 shares — an estimated $40.3K sold.

Bartlett & Co Wealth Management first reported a position in USRT in Q3 2022 and held it in 11 quarters. The position peaked at $41.3K in Q3 2024. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

Bartlett & Co Wealth Management reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 700 iShares Core US REIT ETF shares in Q2 2025, an estimated $40.3K.
Bartlett & Co Wealth Management first reported a position in iShares Core US REIT ETF in Q3 2022 and held it in 11 quarters.
Bartlett & Co Wealth Management's iShares Core US REIT ETF position peaked at $41.3K in Q3 2024.
366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.