FIM
USRT icon

Freedom Investment Management’s iShares Core US REIT ETF USRT Stock Holding History

Freedom Investment 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
-20,333
Closed -$1.15M – 683
2025
Q2 		$1.15M Sell
20,333
-602
-3% -$33.7K 0.09% 212
2025
Q1 		$1.21M Sell
20,935
-4,431
-17% -$257K 0.1% 183
2024
Q4 		$1.45M Sell
25,366
-1,073
-4% -$64.5K 0.12% 152
2024
Q3 		$1.63M Sell
26,439
-1,732
-6% -$101K 0.13% 145
2024
Q2 		$1.51M Buy
28,171
+421
+2% +$21.8K 0.12% 156
2024
Q1 		$1.49M Sell
27,750
-2,077
-7% -$110K 0.12% 160
2023
Q4 		$1.62M Sell
29,827
-5,826
-16% -$285K 0.13% 143
2023
Q3 		$1.68M Sell
35,653
-1,922
-5% -$98.4K 0.21% 111
2023
Q2 		$1.93M Sell
37,575
-2,835
-7% -$142K 0.22% 99
2023
Q1 		$2.04M Buy
40,410
+5,234
+15% +$271K 0.23% 104
2022
Q4 		$1.74M Sell
35,176
-2,120
-6% -$105K 0.2% 132
2022
Q3 		$1.77M Sell
37,296
-2,771
-7% -$153K 0.2% 119
2022
Q2 		$2.14M Sell
40,067
-5,592
-12% -$329K 0.23% 105
2022
Q1 		$2.95M Sell
45,659
-4,602
-9% -$289K 0.26% 88
2021
Q4 		$3.4M Buy
50,261
+884
+2% +$56.2K 0.25% 94
2021
Q3 		$2.9M Sell
49,377
-734
-1% -$44.6K 0.22% 102
2021
Q2 		$2.92M Buy
50,111
+3,521
+8% +$200K 0.22% 107
2021
Q1 		$2.44M Buy
46,590
+841
+2% +$42.3K 0.19% 121
2020
Q4 		$2.21M Sell
45,749
-22,696
-33% -$1.06M 0.24% 93
2020
Q3 		$2.99M Sell
68,445
-21,539
-24% -$961K 0.33% 66
2020
Q2 		$3.91M Sell
89,984
-18,985
-17% -$797K 0.43% 51
2020
Q1 		$6.11M Buy
108,969
+9,365
+9% +$478K 0.54% 32
2019
Q4 		$5.44M Sell
99,604
-8,779
-8% -$483K 0.48% 42
2019
Q3 		$6.02M Sell
108,383
-602
-0.6% -$32.4K 0.52% 31
2019
Q2 		$5.67M Sell
108,985
-8,877
-8% -$462K 0.47% 38
2019
Q1 		$6.1M Sell
117,862
-13,508
-10% -$669K 0.49% 36
2018
Q4 		$5.89M Sell
131,370
-21,925
-14% -$1.04M 0.46% 29
2018
Q3 		$7.73M Sell
153,295
-896
-0.6% -$44.7K 0.48% 24
2018
Q2 		$7.58M Buy
154,191
+8,454
+6% +$394K 0.46% 26
2018
Q1 		$6.57M Buy
+145,737
New +$6.67M 0.34% 35

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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

Freedom Investment Management's USRT Position: Q3 2025 in Review

Freedom Investment Management sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 20,333 shares — an estimated $1.15M sold.

Freedom Investment Management first reported a position in USRT in Q1 2018 and held it in 30 quarters. The position peaked at $7.73M in Q3 2018. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

  • Freedom Investment Management reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 20,333 iShares Core US REIT ETF shares in Q3 2025, an estimated $1.15M.
  • Freedom Investment Management first reported a position in iShares Core US REIT ETF in Q1 2018 and held it in 30 quarters.
  • Freedom Investment Management's iShares Core US REIT ETF position peaked at $7.73M in Q3 2018.
  • 359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.