Envestnet Portfolio Solutions
USRT icon

Envestnet Portfolio Solutions’s iShares Core US REIT ETF USRT Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		– Sell
-7,676
Closed -$442K – 1644
2025
Q1 		$442K Sell
7,676
-2,588
-25% -$150K ﹤0.01% 1102
2024
Q4 		$588K Sell
10,264
-1,202
-10% -$72.3K ﹤0.01% 1160
2024
Q3 		$706K Buy
11,466
+4,931
+75% +$288K ﹤0.01% 1038
2024
Q2 		$350K Sell
6,535
-5,887
-47% -$305K ﹤0.01% 1292
2024
Q1 		$668K Sell
12,422
-2,719
-18% -$144K ﹤0.01% 1000
2023
Q4 		$822K Buy
+15,141
New +$741K ﹤0.01% 850

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Cerity Partners
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
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Envestnet Portfolio Solutions's USRT Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 7,676 shares — an estimated $442K sold.

Envestnet Portfolio Solutions first reported a position in USRT in Q4 2023 and held it in 6 quarters. The position peaked at $822K in Q4 2023. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,676 iShares Core US REIT ETF shares in Q2 2025, an estimated $442K.
  • Envestnet Portfolio Solutions first reported a position in iShares Core US REIT ETF in Q4 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's iShares Core US REIT ETF position peaked at $822K in Q4 2023.
  • 366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.