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 $5.7T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return