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

Bellwether 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
Q3 		– Sell
-54
Closed -$3.05K – 542
2025
Q2 		$3.05K Hold
54
– – ﹤0.01% 463
2025
Q1 		$3.11K Hold
54
– – ﹤0.01% 406
2024
Q4 		$3.1K Buy
+54
New +$3.25K ﹤0.01% 415
2024
Q3 		– Sell
-57,130
Closed -$3.06M – 146
2024
Q2 		$3.06M Sell
57,130
-51
-0.1% -$2.65K 0.64% 38
2024
Q1 		$3.08M Sell
57,181
-3,387
-6% -$179K 0.68% 38
2023
Q4 		$3.29M Sell
60,568
-39,129
-39% -$1.91M 0.81% 35
2023
Q3 		$4.7M Buy
+99,697
New +$5.1M 1.28% 18

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bellwether Advisors's USRT Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 54 shares — an estimated $3.05K sold.

Bellwether Advisors first reported a position in USRT in Q3 2023 and held it in 7 quarters. The position peaked at $4.7M in Q3 2023. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

  • Bellwether Advisors reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 54 iShares Core US REIT ETF shares in Q3 2025, an estimated $3.05K.
  • Bellwether Advisors first reported a position in iShares Core US REIT ETF in Q3 2023 and held it in 7 quarters.
  • Bellwether Advisors's iShares Core US REIT ETF position peaked at $4.7M in Q3 2023.
  • 359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.