Glenview Trust’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.5M	Sell	193,735 -919	-0.5%	-$55.2K	0.18%	107
2025 Q4	$11.1M	Sell	194,654 -4,518	-2%	-$262K	0.17%	111
2025 Q3	$11.7M	Buy	199,172 +1,990	+1%	+$114K	0.19%	109
2025 Q2	$11.2M	Sell	197,182 -20,646	-9%	-$1.16M	0.19%	105
2025 Q1	$12.5M	Buy	217,828 +3,292	+2%	+$191K	0.24%	99
2024 Q4	$12.3M	Sell	214,536 -2,377	-1%	-$143K	0.23%	97
2024 Q3	$13.4M	Sell	216,913 -130	-0.1%	-$7.59K	0.26%	89
2024 Q2	$11.6M	Buy	217,043 +5,437	+3%	+$282K	0.23%	93
2024 Q1	$11.4M	Buy	211,606 +1,637	+0.8%	+$86.7K	0.24%	95
2023 Q4	$11.4M	Buy	+209,969	New	+$10.3M	0.28%	87