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

Creekmur 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
-1
Closed -$34 – 882
2025
Q2 		$34 Hold
1
– – ﹤0.01% 776
2025
Q1 		$34 Hold
1
– – ﹤0.01% 709
2024
Q4 		$34 Hold
1
– – ﹤0.01% 863
2024
Q3 		$36 Hold
1
– – ﹤0.01% 950
2024
Q2 		$31 Hold
1
– – ﹤0.01% 1004
2024
Q1 		$31 Sell
1
-1
-50% -$53 ﹤0.01% 817
2023
Q4 		$88 Buy
+2
New +$98 ﹤0.01% 771

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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

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

Creekmur Asset Management sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 1 share — an estimated $34 sold.

Creekmur Asset Management first reported a position in USRT in Q4 2023 and held it in 7 quarters. The position peaked at $88 in Q4 2023. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

  • Creekmur Asset Management reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 1 iShares Core US REIT ETF share in Q3 2025, an estimated $34.
  • Creekmur Asset Management first reported a position in iShares Core US REIT ETF in Q4 2023 and held it in 7 quarters.
  • Creekmur Asset Management's iShares Core US REIT ETF position peaked at $88 in Q4 2023.
  • 359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.