BLC
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Brown, Lisle/Cummings’s iShares Core US REIT ETF USRT Stock Holding History

Brown, Lisle/Cummings’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
2026
Q1 		$9.77K Hold
165
– – ﹤0.01% 578
2025
Q4 		$9.4K Hold
165
– – ﹤0.01% 507
2025
Q3 		$9.69K Hold
165
– – ﹤0.01% 506
2025
Q2 		$9.33K Hold
165
– – ﹤0.01% 510
2025
Q1 		$9.5K Hold
165
– – ﹤0.01% 499
2024
Q4 		$9.46K Hold
165
– – ﹤0.01% 488
2024
Q3 		$10.2K Hold
165
– – ﹤0.01% 466
2024
Q2 		$8.84K Hold
165
– – ﹤0.01% 467
2024
Q1 		$8.88K Hold
165
– – ﹤0.01% 448
2023
Q4 		$8.96K Hold
165
– – ﹤0.01% 452
2023
Q3 		$7.79K Buy
+165
New +$8.44K ﹤0.01% 434

Other funds holding USRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $70.5B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return