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

Congress Wealth 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 Q2	$4.06M	Sell	71,839 -7,120	-9%	-$399K	0.04%	426
2025 Q1	$4.55M	Sell	78,959 -83	-0.1%	-$4.81K	0.05%	343
2024 Q4	$4.53M	Buy	79,042 +3,113	+4%	+$187K	0.06%	296
2024 Q3	$4.68M	Sell	75,929 -6,514	-8%	-$380K	0.06%	301
2024 Q2	$4.42M	Sell	82,443 -5,016	-6%	-$260K	0.07%	261
2024 Q1	$4.71M	Sell	87,459 -3,164	-3%	-$168K	0.08%	235
2023 Q4	$4.92M	Sell	90,623 -14,603	-14%	-$714K	0.09%	226
2023 Q3	$4.96M	Sell	105,226 -3,549	-3%	-$182K	0.1%	212
2023 Q2	$5.59M	Sell	108,775 -3,339	-3%	-$167K	0.13%	175
2023 Q1	$5.65M	Sell	112,114 -5,519	-5%	-$286K	0.14%	174
2022 Q4	$5.82M	Sell	117,633 -32,001	-21%	-$1.59M	0.15%	175
2022 Q3	$7.11M	Sell	149,634 -4,338	-3%	-$239K	0.19%	159
2022 Q2	$8.22M	Sell	153,972 -3,638	-2%	-$214K	0.21%	146
2022 Q1	$10.2M	Sell	157,610 -5,345	-3%	-$336K	0.22%	132
2021 Q4	$11M	Buy	+162,955	New	+$10.4M	0.22%	133

Other funds holding USRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

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

Congress Wealth Management's USRT Position: Q2 2025 in Review

Congress Wealth Management reduced its iShares Core US REIT ETF (USRT) stake by 9% in Q2 2025, selling an estimated $399K and leaving 71,839 shares worth $4.06M. The position accounts for 0.04% of the portfolio, ranked #426.

Congress Wealth Management first reported a position in USRT in Q4 2021 and has held it in 15 quarters since. The position peaked at $11M in Q4 2021. 368 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

Congress Wealth Management held 71,839 shares of iShares Core US REIT ETF worth $4.06M as of Q2 2025.
Congress Wealth Management sold 7,120 iShares Core US REIT ETF shares in Q2 2025, an estimated $399K.
iShares Core US REIT ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #426 holding.
Congress Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's iShares Core US REIT ETF position peaked at $11M in Q4 2021.
368 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.