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Foster & Motley’s iShares Core US REIT ETF USRT Stock Holding History

Foster & Motley’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
Q1 		– Sell
-4,285
Closed -$246K – 388
2024
Q4 		$246K Sell
4,285
-890
-17% -$53.5K 0.02% 348
2024
Q3 		$319K Sell
5,175
-575
-10% -$33.6K 0.02% 326
2024
Q2 		$308K Sell
5,750
-347
-6% -$18K 0.02% 318
2024
Q1 		$328K Buy
+6,097
New +$323K 0.02% 318
2023
Q3 		– Sell
-5,222
Closed -$268K – 391
2023
Q2 		$268K Sell
5,222
-73
-1% -$3.65K 0.02% 346
2023
Q1 		$267K Buy
5,295
+945
+22% +$48.9K 0.02% 343
2022
Q4 		$215K Buy
+4,350
New +$216K 0.02% 361

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Foster & Motley's USRT Position: Q1 2025 in Review

Foster & Motley sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 4,285 shares — an estimated $246K sold.

Foster & Motley first reported a position in USRT in Q4 2022 and held it in 7 quarters. The position peaked at $328K in Q1 2024. 375 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

  • Foster & Motley reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Foster & Motley sold 4,285 iShares Core US REIT ETF shares in Q1 2025, an estimated $246K.
  • Foster & Motley first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 7 quarters.
  • Foster & Motley's iShares Core US REIT ETF position peaked at $328K in Q1 2024.
  • 375 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on Foster & Motley's 13F filing for Q1 2025, filed 8 May 2025.