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

Cypress Point 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
2024 Q4	–	Sell	-4,397	Closed	-$271K	–	78
2024 Q3	$271K	Sell	4,397 -236	-5%	-$13.8K	0.11%	69
2024 Q2	$248K	Hold	4,633	–	–	0.12%	68
2024 Q1	$249K	Sell	4,633 -2,068	-31%	-$110K	0.13%	66
2023 Q4	$364K	Sell	6,701 -814	-11%	-$39.8K	0.27%	49
2023 Q3	$355K	Sell	7,515 -1,791	-19%	-$91.7K	0.31%	43
2023 Q2	$478K	Sell	9,306 -143	-2%	-$7.16K	0.51%	29
2023 Q1	$476K	Hold	9,449	–	–	0.67%	30
2022 Q4	$467K	Buy	+9,449	New	+$468K	0.73%	27

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Cypress Point Wealth Management's USRT Position: Q4 2024 in Review

Cypress Point Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q4 2024, closing a stake of 4,397 shares — an estimated $271K sold.

Cypress Point Wealth Management first reported a position in USRT in Q4 2022 and held it in 8 quarters. The position peaked at $478K in Q2 2023. 370 funds tracked by Wall St. Rank hold USRT as of Q4 2024.

Cypress Point Wealth Management reported no remaining iShares Core US REIT ETF position as of Q4 2024 after selling out during the quarter.
Cypress Point Wealth Management sold 4,397 iShares Core US REIT ETF shares in Q4 2024, an estimated $271K.
Cypress Point Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 8 quarters.
Cypress Point Wealth Management's iShares Core US REIT ETF position peaked at $478K in Q2 2023.
370 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2024.

Based on Cypress Point Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.