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

Cresset 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
2024
Q4 		– Sell
-3,581
Closed -$220K – 2210
2024
Q3 		$220K Buy
+3,581
New +$209K ﹤0.01% 1946
2024
Q2 		– Sell
-3,761
Closed -$202K – 2173
2024
Q1 		$202K Buy
+3,761
New +$199K ﹤0.01% 1771
2020
Q2 		– Sell
-18,519
Closed -$725K – 744
2020
Q1 		$725K Buy
+18,519
New +$946K 0.02% 232

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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Cresset Asset Management's USRT Position: Q4 2024 in Review

Cresset Asset Management sold out of iShares Core US REIT ETF (USRT) in Q4 2024, closing a stake of 3,581 shares — an estimated $220K sold.

Cresset Asset Management first reported a position in USRT in Q1 2020 and held it in 3 quarters. The position peaked at $725K in Q1 2020. 370 funds tracked by Wall St. Rank hold USRT as of Q4 2024.

  • Cresset Asset Management reported no remaining iShares Core US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 3,581 iShares Core US REIT ETF shares in Q4 2024, an estimated $220K.
  • Cresset Asset Management first reported a position in iShares Core US REIT ETF in Q1 2020 and held it in 3 quarters.
  • Cresset Asset Management's iShares Core US REIT ETF position peaked at $725K in Q1 2020.
  • 370 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.