CAM
USRT icon

Congress Asset Management’s iShares Core US REIT ETF USRT Stock Holding History

Congress Asset Management’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
Q3 		– Sell
-48,525
Closed -$2.74M – 411
2025
Q2 		$2.74M Sell
48,525
-4,373
-8% -$245K 0.02% 265
2025
Q1 		$3.05M Sell
52,898
-732
-1% -$42.4K 0.02% 250
2024
Q4 		$3.07M Sell
53,630
-10,797
-17% -$650K 0.02% 260
2024
Q3 		$3.97M Sell
64,427
-7,148
-10% -$417K 0.03% 239
2024
Q2 		$3.83M Sell
71,575
-5,227
-7% -$271K 0.03% 241
2024
Q1 		$4.13M Sell
76,802
-2,943
-4% -$156K 0.03% 236
2023
Q4 		$4.33M Sell
79,745
-14,491
-15% -$709K 0.03% 245
2023
Q3 		$4.45M Sell
94,236
-10,826
-10% -$554K 0.04% 228
2023
Q2 		$5.4M Sell
105,062
-3,488
-3% -$175K 0.05% 214
2023
Q1 		$5.47M Sell
108,550
-5,149
-5% -$267K 0.05% 209
2022
Q4 		$5.62M Sell
113,699
-31,893
-22% -$1.58M 0.06% 208
2022
Q3 		$6.92M Sell
145,592
-4,450
-3% -$245K 0.07% 178
2022
Q2 		$8.01M Buy
150,042
+6
+0% +$353 0.08% 174
2022
Q1 		$9.7M Buy
150,036
+5,945
+4% +$373K 0.08% 169
2021
Q4 		$9.74M Buy
+144,091
New +$9.17M 0.07% 170

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 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 $70.8B AUM 21.68% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

Congress Asset Management's USRT Position: Q3 2025 in Review

Congress Asset Management sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 48,525 shares — an estimated $2.74M sold.

Congress Asset Management first reported a position in USRT in Q4 2021 and held it in 15 quarters. The position peaked at $9.74M in Q4 2021. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

  • Congress Asset Management reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Congress Asset Management sold 48,525 iShares Core US REIT ETF shares in Q3 2025, an estimated $2.74M.
  • Congress Asset Management first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 15 quarters.
  • Congress Asset Management's iShares Core US REIT ETF position peaked at $9.74M in Q4 2021.
  • 359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Congress Asset Management's 13F filing for Q3 2025, filed 10 Oct 2025.