Engineers Gate Manager’s iShares Core US REIT ETF USRT Stock Holding History

Engineers Gate Manager’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 Q4	–	Sell	-13,297	Closed	-$781K	–	2573
2025 Q3	$781K	Buy	13,297 +3,854	+41%	+$221K	0.01%	1292
2025 Q2	$534K	Buy	9,443 +3,865	+69%	+$217K	0.01%	1452
2025 Q1	$321K	Sell	5,578 -902	-14%	-$52.2K	0.01%	1666
2024 Q4	$371K	Buy	+6,480	New	+$390K	0.01%	1614

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

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

TCOT

Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Engineers Gate Manager's USRT Position: Q4 2025 in Review

Engineers Gate Manager sold out of iShares Core US REIT ETF (USRT) in Q4 2025, closing a stake of 13,297 shares — an estimated $781K sold.

Engineers Gate Manager first reported a position in USRT in Q4 2024 and held it in 4 quarters. The position peaked at $781K in Q3 2025. 389 funds tracked by Wall St. Rank hold USRT as of Q4 2025.

Engineers Gate Manager reported no remaining iShares Core US REIT ETF position as of Q4 2025 after selling out during the quarter.
Engineers Gate Manager sold 13,297 iShares Core US REIT ETF shares in Q4 2025, an estimated $781K.
Engineers Gate Manager first reported a position in iShares Core US REIT ETF in Q4 2024 and held it in 4 quarters.
Engineers Gate Manager's iShares Core US REIT ETF position peaked at $781K in Q3 2025.
389 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2025.

Based on Engineers Gate Manager's 13F filing for Q4 2025, filed 17 Feb 2026.