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Edge Capital Group’s iShares Core US REIT ETF USRT Stock Holding History

Edge Capital Group’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 		$163K Buy
+13,232
New +$796K 0.01% 315
2023
Q2 		– Sell
-4,443
Closed -$224K – 397
2023
Q1 		$224K Hold
4,443
– – 0.01% 289
2022
Q4 		$220K Buy
+4,443
New +$220K 0.02% 272

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

Edge Capital Group's USRT Position: Q4 2024 in Review

Edge Capital Group opened a new position in iShares Core US REIT ETF (USRT) in Q4 2024: 13,232 shares worth $163K. The stake represents 0.01% of the portfolio and ranks #315 among its holdings. This is a return to the name: Edge Capital Group previously reported a position in USRT as recently as Q1 2023.

Edge Capital Group first reported a position in USRT in Q4 2022 and has held it in 3 quarters since. The position peaked at $224K in Q1 2023. 370 funds tracked by Wall St. Rank hold USRT as of Q4 2024.

  • Edge Capital Group held 13,232 shares of iShares Core US REIT ETF worth $163K as of Q4 2024.
  • iShares Core US REIT ETF was a new Edge Capital Group position in Q4 2024.
  • iShares Core US REIT ETF made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #315 holding.
  • Edge Capital Group first reported a position in iShares Core US REIT ETF in Q4 2022 and has held it in 3 quarters since.
  • Edge Capital Group's iShares Core US REIT ETF position peaked at $224K in Q1 2023.
  • 370 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.