EWA
USRT icon

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

EP Wealth 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
2026
Q1 		$685K Sell
11,570
-16,739
-59% -$1.01M ﹤0.01% 776
2025
Q4 		$1.61M Buy
+28,309
New +$1.64M 0.01% 494
2025
Q2 		$246K Buy
4,351
+71
+2% +$3.98K ﹤0.01% 1134
2025
Q1 		$247K Sell
4,280
-44
-1% -$2.55K ﹤0.01% 1020
2024
Q4 		$248K Buy
4,324
+903
+26% +$54.3K ﹤0.01% 956
2024
Q3 		$211K Sell
3,421
-1,106
-24% -$64.6K ﹤0.01% 1025
2024
Q2 		$242K Sell
4,527
-3,382
-43% -$175K ﹤0.01% 710
2024
Q1 		$426K Sell
7,909
-9,077
-53% -$481K 0.01% 551
2023
Q4 		$922K Buy
+16,986
New +$831K 0.01% 380

Other funds holding USRT

BlackRock
BlackRock New York $5.7T 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
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return