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Eldridge Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Eldridge Investment Advisors’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
-8,600
Closed -$530K – 154
2024
Q3 		$530K Buy
+8,600
New +$502K 0.12% 104

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TCOT
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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

Eldridge Investment Advisors's USRT Position: Q4 2024 in Review

Eldridge Investment Advisors sold out of iShares Core US REIT ETF (USRT) in Q4 2024, closing a stake of 8,600 shares — an estimated $530K sold.

Eldridge Investment Advisors first reported a position in USRT in Q3 2024 and held it in 1 quarter. The position peaked at $530K in Q3 2024. 370 funds tracked by Wall St. Rank hold USRT as of Q4 2024.

  • Eldridge Investment Advisors reported no remaining iShares Core US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Eldridge Investment Advisors sold 8,600 iShares Core US REIT ETF shares in Q4 2024, an estimated $530K.
  • Eldridge Investment Advisors first reported a position in iShares Core US REIT ETF in Q3 2024 and held it in 1 quarter.
  • Eldridge Investment Advisors's iShares Core US REIT ETF position peaked at $530K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2024.

Based on Eldridge Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.