EW
USRT icon

Element Wealth’s iShares Core US REIT ETF USRT Stock Holding History

Element Wealth’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
Q1 		– Sell
-1,648
Closed -$94.4K – 278
2024
Q4 		$94.4K Hold
1,648
– – 0.05% 181
2024
Q3 		$101K Hold
1,648
– – 0.05% 176
2024
Q2 		$88.3K Hold
1,648
– – 0.05% 165
2024
Q1 		$88.7K Sell
1,648
-292
-15% -$15.5K 0.05% 165
2023
Q4 		$105K Buy
1,940
+1,098
+130% +$53.7K 0.07% 154
2023
Q3 		$39.7K Hold
842
– – 0.03% 175
2023
Q2 		$43.3K Buy
842
+550
+188% +$27.5K 0.03% 172
2023
Q1 		$14.7K Buy
+292
New +$15.1K 0.01% 174

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Element Wealth's USRT Position: Q1 2025 in Review

Element Wealth sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 1,648 shares — an estimated $94.4K sold.

Element Wealth first reported a position in USRT in Q1 2023 and held it in 8 quarters. The position peaked at $105K in Q4 2023. 375 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

  • Element Wealth reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 1,648 iShares Core US REIT ETF shares in Q1 2025, an estimated $94.4K.
  • Element Wealth first reported a position in iShares Core US REIT ETF in Q1 2023 and held it in 8 quarters.
  • Element Wealth's iShares Core US REIT ETF position peaked at $105K in Q4 2023.
  • 375 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.