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Foster Dykema Cabot & Partners’s iShares Core US REIT ETF USRT Stock Holding History

Foster Dykema Cabot & Partners’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
2024
Q4 		– Sell
-62
Closed -$3.82K – 492
2024
Q3 		$3.82K Buy
+62
New +$3.62K ﹤0.01% 420

Other funds holding USRT

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Foster Dykema Cabot & Partners's USRT Position: Q4 2024 in Review

Foster Dykema Cabot & Partners sold out of iShares Core US REIT ETF (USRT) in Q4 2024, closing a stake of 62 shares — an estimated $3.82K sold.

Foster Dykema Cabot & Partners first reported a position in USRT in Q3 2024 and held it in 1 quarter. The position peaked at $3.82K in Q3 2024. 370 funds tracked by Wall St. Rank hold USRT as of Q4 2024.

  • Foster Dykema Cabot & Partners reported no remaining iShares Core US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 62 iShares Core US REIT ETF shares in Q4 2024, an estimated $3.82K.
  • Foster Dykema Cabot & Partners first reported a position in iShares Core US REIT ETF in Q3 2024 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's iShares Core US REIT ETF position peaked at $3.82K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2024, filed 13 Feb 2025.