BEC
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Blue Edge Capital’s iShares Core US REIT ETF USRT Stock Holding History

Blue Edge Capital’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
Q4 		– Sell
-32,455
Closed -$1.91M – 130
2025
Q3 		$1.91M Sell
32,455
-3,715
-10% -$213K 0.27% 63
2025
Q2 		$2.05M Sell
36,170
-663
-2% -$37.2K 0.3% 60
2025
Q1 		$2.12M Sell
36,833
-2,073
-5% -$120K 0.34% 55
2024
Q4 		$2.23M Sell
38,906
-1,325
-3% -$79.7K 0.35% 57
2024
Q3 		$2.48M Sell
40,231
-428
-1% -$25K 0.39% 56
2024
Q2 		$2.18M Buy
40,659
+132
+0.3% +$6.85K 0.36% 61
2024
Q1 		$2.18M Sell
40,527
-4,703
-10% -$249K 0.36% 63
2023
Q4 		$2.46M Sell
45,230
-971
-2% -$47.5K 0.46% 57
2023
Q3 		$2.18M Sell
46,201
-779
-2% -$39.9K 0.46% 56
2023
Q2 		$2.42M Buy
46,980
+291
+0.6% +$14.6K 0.49% 54
2023
Q1 		$2.35M Buy
46,689
+14,781
+46% +$765K 0.51% 55
2022
Q4 		$1.58M Buy
+31,908
New +$1.58M 0.36% 60

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Cerity Partners
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

Blue Edge Capital's USRT Position: Q4 2025 in Review

Blue Edge Capital sold out of iShares Core US REIT ETF (USRT) in Q4 2025, closing a stake of 32,455 shares — an estimated $1.91M sold.

Blue Edge Capital first reported a position in USRT in Q4 2022 and held it in 12 quarters. The position peaked at $2.48M in Q3 2024. 389 funds tracked by Wall St. Rank hold USRT as of Q4 2025.

  • Blue Edge Capital reported no remaining iShares Core US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Edge Capital sold 32,455 iShares Core US REIT ETF shares in Q4 2025, an estimated $1.91M.
  • Blue Edge Capital first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 12 quarters.
  • Blue Edge Capital's iShares Core US REIT ETF position peaked at $2.48M in Q3 2024.
  • 389 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2025.

Based on Blue Edge Capital's 13F filing for Q4 2025, filed 12 Feb 2026.