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

Bristlecone 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 		$294K Hold
5,000
– – 0.02% 204
2025
Q2 		$283K Hold
5,000
– – 0.02% 191
2025
Q1 		$288K Hold
5,000
– – 0.02% 239
2024
Q4 		$287K Hold
5,000
– – 0.02% 245
2024
Q3 		$308K Hold
5,000
– – 0.02% 238
2024
Q2 		$268K Hold
5,000
– – 0.02% 244
2024
Q1 		$269K Buy
+5,000
New +$265K 0.02% 244

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

Bristlecone Advisors's USRT Position: Q3 2025 in Review

Bristlecone Advisors held its iShares Core US REIT ETF (USRT) position steady in Q3 2025 at 5,000 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #204.

Bristlecone Advisors first reported a position in USRT in Q1 2024 and has held it in 7 quarters since. The position peaked at $308K in Q3 2024. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

  • Bristlecone Advisors held 5,000 shares of iShares Core US REIT ETF worth $294K as of Q3 2025.
  • Bristlecone Advisors left its iShares Core US REIT ETF share count unchanged in Q3 2025.
  • iShares Core US REIT ETF made up 0.02% of Bristlecone Advisors's portfolio in Q3 2025, its #204 holding.
  • Bristlecone Advisors first reported a position in iShares Core US REIT ETF in Q1 2024 and has held it in 7 quarters since.
  • Bristlecone Advisors's iShares Core US REIT ETF position peaked at $308K in Q3 2024.
  • 359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.