Fisher Asset Management
USRT icon

Fisher Asset Management’s iShares Core US REIT ETF USRT Stock Holding History

Fisher Asset Management’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
Q3 		– Sell
-6,414
Closed -$363K – 1084
2025
Q2 		$363K Buy
+6,414
New +$360K ﹤0.01% 844

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Fisher Asset Management's USRT Position: Q3 2025 in Review

Fisher Asset Management sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 6,414 shares — an estimated $363K sold.

Fisher Asset Management first reported a position in USRT in Q2 2025 and held it in 1 quarter. The position peaked at $363K in Q2 2025. 361 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

  • Fisher Asset Management reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Fisher Asset Management sold 6,414 iShares Core US REIT ETF shares in Q3 2025, an estimated $363K.
  • Fisher Asset Management first reported a position in iShares Core US REIT ETF in Q2 2025 and held it in 1 quarter.
  • Fisher Asset Management's iShares Core US REIT ETF position peaked at $363K in Q2 2025.
  • 361 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Fisher Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.