Beacon Pointe Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Beacon Pointe Advisors’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	-4,043	Closed	-$233K	–	1288
2025 Q1	$233K	Buy	+4,043	New	+$234K	﹤0.01%	1109
2024 Q4	–	Sell	-4,043	Closed	-$249K	–	1281
2024 Q3	$249K	Buy	+4,043	New	+$236K	﹤0.01%	1090
2024 Q1	–	Sell	-4,043	Closed	-$219K	–	1414
2023 Q4	$219K	Sell	4,043 -2,960	-42%	-$145K	﹤0.01%	1187
2023 Q3	$330K	Buy	+7,003	New	+$358K	﹤0.01%	1024

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

Beacon Pointe Advisors's USRT Position: Q2 2025 in Review

Beacon Pointe Advisors sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 4,043 shares — an estimated $233K sold.

Beacon Pointe Advisors first reported a position in USRT in Q3 2023 and held it in 4 quarters. The position peaked at $330K in Q3 2023. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

Beacon Pointe Advisors reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
Beacon Pointe Advisors sold 4,043 iShares Core US REIT ETF shares in Q2 2025, an estimated $233K.
Beacon Pointe Advisors first reported a position in iShares Core US REIT ETF in Q3 2023 and held it in 4 quarters.
Beacon Pointe Advisors's iShares Core US REIT ETF position peaked at $330K in Q3 2023.
366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Beacon Pointe Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.