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

GeoWealth 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
2024
Q4 		– Sell
-2,553
Closed -$157K – 1884
2024
Q3 		$157K Buy
+2,553
New +$149K 0.01% 781
2023
Q3 		– Sell
-1,349
Closed -$70K – 520
2023
Q2 		$70K Buy
+1,349
New +$67.5K 0.01% 311
2020
Q3 		– Sell
-4,821
Closed -$210K – 188
2020
Q2 		$210K Sell
4,821
-6,083
-56% -$255K 0.09% 147
2020
Q1 		$427K Buy
10,904
+1,202
+12% +$61.4K 0.3% 57
2019
Q4 		$530K Sell
9,702
-8,874
-48% -$489K 0.29% 56
2019
Q3 		$1.03M Buy
+18,576
New +$999K 0.23% 65

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
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

GeoWealth Management's USRT Position: Q4 2024 in Review

GeoWealth Management sold out of iShares Core US REIT ETF (USRT) in Q4 2024, closing a stake of 2,553 shares — an estimated $157K sold.

GeoWealth Management first reported a position in USRT in Q3 2019 and held it in 6 quarters. The position peaked at $1.03M in Q3 2019. 370 funds tracked by Wall St. Rank hold USRT as of Q4 2024.

  • GeoWealth Management reported no remaining iShares Core US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 2,553 iShares Core US REIT ETF shares in Q4 2024, an estimated $157K.
  • GeoWealth Management first reported a position in iShares Core US REIT ETF in Q3 2019 and held it in 6 quarters.
  • GeoWealth Management's iShares Core US REIT ETF position peaked at $1.03M in Q3 2019.
  • 370 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.