GJIA
USRT icon

Glass Jacobson Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Glass Jacobson Investment Advisors’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
Q2 		– Sell
-467
Closed -$26.8K – 844
2025
Q1 		$26.8K Hold
467
– – 0.01% 466
2024
Q4 		$26.8K Buy
467
+42
+10% +$2.53K 0.01% 466
2024
Q3 		$26.2K Buy
425
+4
+1% +$234 0.01% 456
2024
Q2 		$22.5K Buy
421
+2
+0.5% +$104 0.01% 462
2024
Q1 		$22.5K Buy
419
+3
+0.7% +$159 0.01% 464
2023
Q4 		$22.6K Buy
416
+9
+2% +$440 0.01% 431
2023
Q3 		$19.2K Buy
+407
New +$20.8K 0.01% 428

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Glass Jacobson Investment Advisors's USRT Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 467 shares — an estimated $26.8K sold.

Glass Jacobson Investment Advisors first reported a position in USRT in Q3 2023 and held it in 7 quarters. The position peaked at $26.8K in Q1 2025. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 467 iShares Core US REIT ETF shares in Q2 2025, an estimated $26.8K.
  • Glass Jacobson Investment Advisors first reported a position in iShares Core US REIT ETF in Q3 2023 and held it in 7 quarters.
  • Glass Jacobson Investment Advisors's iShares Core US REIT ETF position peaked at $26.8K in Q1 2025.
  • 366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.