IEFM
USRT icon

IQ EQ Fund Management’s iShares Core US REIT ETF USRT Stock Holding History

IQ EQ Fund 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
Q4 		– Sell
-5,794
Closed -$340K – 329
2025
Q3 		$340K Buy
+5,794
New +$333K 0.02% 277

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 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

IQ EQ Fund Management's USRT Position: Q4 2025 in Review

IQ EQ Fund Management sold out of iShares Core US REIT ETF (USRT) in Q4 2025, closing a stake of 5,794 shares — an estimated $340K sold.

IQ EQ Fund Management first reported a position in USRT in Q3 2025 and held it in 1 quarter. The position peaked at $340K in Q3 2025. 390 funds tracked by Wall St. Rank hold USRT as of Q4 2025.

  • IQ EQ Fund Management reported no remaining iShares Core US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • IQ EQ Fund Management sold 5,794 iShares Core US REIT ETF shares in Q4 2025, an estimated $340K.
  • IQ EQ Fund Management first reported a position in iShares Core US REIT ETF in Q3 2025 and held it in 1 quarter.
  • IQ EQ Fund Management's iShares Core US REIT ETF position peaked at $340K in Q3 2025.
  • 390 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2025.

Based on IQ EQ Fund Management's 13F filing for Q4 2025, filed 12 Feb 2026.