CBA
USRT icon

Coastal Bridge Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Coastal Bridge 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
2026
Q1 		$1.08M Buy
18,233
+1,875
+11% +$113K 0.08% 212
2025
Q4 		$932K Sell
16,358
-1,096
-6% -$63.5K 0.07% 220
2025
Q3 		$1.02M Buy
17,454
+5,369
+44% +$308K 0.08% 207
2025
Q2 		$684K Buy
+12,085
New +$677K 0.06% 247
2025
Q1 		– Sell
-10,644
Closed -$610K – 393
2024
Q4 		$610K Buy
10,644
+3,109
+41% +$187K 0.15% 84
2024
Q3 		$464K Buy
+7,535
New +$440K 0.12% 99

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