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USRT icon

Continuum Advisory’s iShares Core US REIT ETF USRT Stock Holding History

Continuum Advisory’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 		– Sell
-405
Closed -$23.3K – 1515
2025
Q1 		$23.3K Sell
405
-39
-9% -$2.26K ﹤0.01% 828
2024
Q4 		$25.4K Hold
444
– – ﹤0.01% 803
2024
Q3 		$26.6K Sell
444
-2
-0.4% -$117 ﹤0.01% 788
2024
Q2 		$23.9K Hold
446
– – ﹤0.01% 764
2024
Q1 		$23.3K Buy
+446
New +$23.6K ﹤0.01% 752
2022
Q2 		– Sell
-4,024
Closed -$249K – 422
2022
Q1 		$249K Sell
4,024
-424
-10% -$26.6K 0.05% 343
2021
Q4 		$301K Sell
4,448
-319
-7% -$20.3K 0.07% 245
2021
Q3 		$280K Sell
4,767
-157
-3% -$9.55K 0.08% 233
2021
Q2 		$287K Sell
4,924
-659
-12% -$37.4K 0.09% 216
2021
Q1 		$306K Sell
5,583
-427
-7% -$21.5K 0.13% 134
2020
Q4 		$291K Sell
6,010
-421
-7% -$19.6K 0.13% 122
2020
Q3 		$289K Sell
6,431
-379
-6% -$16.9K 0.16% 119
2020
Q2 		$304K Sell
6,810
-4,035
-37% -$169K 0.19% 105
2020
Q1 		$394K Sell
10,845
-15,020
-58% -$767K 0.27% 85
2019
Q4 		$1.41M Buy
25,865
+974
+4% +$53.6K 0.82% 34
2019
Q3 		$1.37M Buy
24,891
+1,061
+4% +$57.1K 0.92% 33
2019
Q2 		$1.24M Buy
23,830
+2,150
+10% +$112K 0.85% 33
2019
Q1 		$1.12M Buy
21,680
+2,595
+14% +$129K 0.84% 37
2018
Q4 		$856K Sell
19,085
-3,517
-16% -$167K 0.63% 42
2018
Q3 		$1.08M Buy
22,602
+3,866
+21% +$193K 0.72% 37
2018
Q2 		$921K Buy
18,736
+3,825
+26% +$178K 0.67% 40
2018
Q1 		$672K Buy
+14,911
New +$683K 0.56% 46

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 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
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Continuum Advisory's USRT Position: Q2 2025 in Review

Continuum Advisory sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 405 shares — an estimated $23.3K sold.

Continuum Advisory first reported a position in USRT in Q1 2018 and held it in 22 quarters. The position peaked at $1.41M in Q4 2019. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • Continuum Advisory reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 405 iShares Core US REIT ETF shares in Q2 2025, an estimated $23.3K.
  • Continuum Advisory first reported a position in iShares Core US REIT ETF in Q1 2018 and held it in 22 quarters.
  • Continuum Advisory's iShares Core US REIT ETF position peaked at $1.41M in Q4 2019.
  • 366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.