CIBC Private Wealth Group
USRT icon

CIBC Private Wealth Group’s iShares Core US REIT ETF USRT Stock Holding History

CIBC Private Wealth 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
Q4 		$157K Sell
2,754
-229
-8% -$13.3K ﹤0.01% 1313
2025
Q3 		$175K Buy
2,983
+20
+0.7% +$1.15K ﹤0.01% 1236
2025
Q2 		$168K Buy
2,963
+207
+8% +$11.6K ﹤0.01% 1193
2025
Q1 		$139K Buy
2,756
+2
+0.1% +$116 ﹤0.01% 1216
2024
Q4 		$155K Buy
2,754
+457
+20% +$27.5K ﹤0.01% 1252
2024
Q3 		$141K Sell
2,297
-315
-12% -$18.4K ﹤0.01% 1350
2024
Q2 		$140K Buy
2,612
+1,951
+295% +$101K ﹤0.01% 1257
2024
Q1 		$35K Buy
+661
New +$35K ﹤0.01% 1815
2018
Q1 		– Sell
-108
Closed -$5K – 2076
2017
Q4 		$5K Buy
+108
New +$5.37K ﹤0.01% 1698

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

CIBC Private Wealth Group's USRT Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares Core US REIT ETF (USRT) stake by 7.7% in Q4 2025, selling an estimated $13.3K and leaving 2,754 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

CIBC Private Wealth Group first reported a position in USRT in Q4 2017 and has held it in 9 quarters since. The position peaked at $175K in Q3 2025. 393 funds tracked by Wall St. Rank hold USRT as of Q4 2025.

  • CIBC Private Wealth Group held 2,754 shares of iShares Core US REIT ETF worth $157K as of Q4 2025.
  • CIBC Private Wealth Group sold 229 iShares Core US REIT ETF shares in Q4 2025, an estimated $13.3K.
  • iShares Core US REIT ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1313 holding.
  • CIBC Private Wealth Group first reported a position in iShares Core US REIT ETF in Q4 2017 and has held it in 9 quarters since.
  • CIBC Private Wealth Group's iShares Core US REIT ETF position peaked at $175K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.