BTI
USRT icon

Blue Trust Inc’s iShares Core US REIT ETF USRT Stock Holding History

Blue Trust Inc’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
-2
Closed -$132 – 2690
2025
Q2 		$132 Hold
2
– – ﹤0.01% 2399
2025
Q1 		$134 Hold
2
– – ﹤0.01% 2439
2024
Q4 		$134 Hold
2
– – ﹤0.01% 2394
2024
Q3 		$125 Sell
2
-161
-99% -$9.4K ﹤0.01% 2875
2024
Q2 		$8.79K Hold
163
– – ﹤0.01% 1974
2024
Q1 		$8.79K Sell
163
-485
-75% -$25.7K ﹤0.01% 1479
2023
Q4 		$31K Buy
+648
New +$31.7K ﹤0.01% 1129
2023
Q2 		– Sell
-4,415
Closed -$218K – 2541
2023
Q1 		$218K Hold
4,415
– – ﹤0.01% 512
2022
Q4 		$210K Buy
+4,415
New +$219K ﹤0.01% 435

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

Blue Trust Inc's USRT Position: Q3 2025 in Review

Blue Trust Inc sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 2 shares — an estimated $132 sold.

Blue Trust Inc first reported a position in USRT in Q4 2022 and held it in 9 quarters. The position peaked at $218K in Q1 2023. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

  • Blue Trust Inc reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 2 iShares Core US REIT ETF shares in Q3 2025, an estimated $132.
  • Blue Trust Inc first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 9 quarters.
  • Blue Trust Inc's iShares Core US REIT ETF position peaked at $218K in Q1 2023.
  • 359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.