Capstone Investment Advisors
USRT icon

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

Capstone Investment 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
Q1 		– Sell
-54,374
Closed -$3.12M – 1889
2024
Q4 		$3.12M Buy
+54,374
New +$3.27M 0.01% 703

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HFS
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Capstone Investment Advisors's USRT Position: Q1 2025 in Review

Capstone Investment Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 54,374 shares — an estimated $3.12M sold.

Capstone Investment Advisors first reported a position in USRT in Q4 2024 and held it in 1 quarter. The position peaked at $3.12M in Q4 2024. 375 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

  • Capstone Investment Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 54,374 iShares Core US REIT ETF shares in Q1 2025, an estimated $3.12M.
  • Capstone Investment Advisors first reported a position in iShares Core US REIT ETF in Q4 2024 and held it in 1 quarter.
  • Capstone Investment Advisors's iShares Core US REIT ETF position peaked at $3.12M in Q4 2024.
  • 375 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.