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Brooklyn Investment Group’s iShares Core US REIT ETF USRT Stock Holding History

Brooklyn Investment Group’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
-231
Closed -$13.1K – 2587
2025
Q2 		$13.1K Buy
+231
New +$12.9K ﹤0.01% 2030

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

Brooklyn Investment Group's USRT Position: Q3 2025 in Review

Brooklyn Investment Group sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 231 shares — an estimated $13.1K sold.

Brooklyn Investment Group first reported a position in USRT in Q2 2025 and held it in 1 quarter. The position peaked at $13.1K in Q2 2025. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

  • Brooklyn Investment Group reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 231 iShares Core US REIT ETF shares in Q3 2025, an estimated $13.1K.
  • Brooklyn Investment Group first reported a position in iShares Core US REIT ETF in Q2 2025 and held it in 1 quarter.
  • Brooklyn Investment Group's iShares Core US REIT ETF position peaked at $13.1K in Q2 2025.
  • 359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.