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Colonial Trust Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Colonial Trust 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
Q4 		– Sell
-55
Closed -$3.23K – 736
2025
Q3 		$3.23K Buy
+55
New +$3.16K ﹤0.01% 605

Other funds holding USRT

BlackRock
BlackRock New York $5.72T 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 $70.8B AUM 21.68% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Colonial Trust Advisors's USRT Position: Q4 2025 in Review

Colonial Trust Advisors sold out of iShares Core US REIT ETF (USRT) in Q4 2025, closing a stake of 55 shares — an estimated $3.23K sold.

Colonial Trust Advisors first reported a position in USRT in Q3 2025 and held it in 1 quarter. The position peaked at $3.23K in Q3 2025. 390 funds tracked by Wall St. Rank hold USRT as of Q4 2025.

  • Colonial Trust Advisors reported no remaining iShares Core US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 55 iShares Core US REIT ETF shares in Q4 2025, an estimated $3.23K.
  • Colonial Trust Advisors first reported a position in iShares Core US REIT ETF in Q3 2025 and held it in 1 quarter.
  • Colonial Trust Advisors's iShares Core US REIT ETF position peaked at $3.23K in Q3 2025.
  • 390 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2025.

Based on Colonial Trust Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.