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Kathleen S. Wright Associates’s iShares Core US REIT ETF USRT Stock Holding History

Kathleen S. Wright Associates’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
Q1 		– Sell
-28
Closed -$1.6K – 265
2024
Q4 		$1.6K Hold
28
– – ﹤0.01% 251
2024
Q3 		$1.72K Buy
+28
New +$1.64K ﹤0.01% 280

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Kathleen S. Wright Associates's USRT Position: Q1 2025 in Review

Kathleen S. Wright Associates sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 28 shares — an estimated $1.6K sold.

Kathleen S. Wright Associates first reported a position in USRT in Q3 2024 and held it in 2 quarters. The position peaked at $1.72K in Q3 2024. 375 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

  • Kathleen S. Wright Associates reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 28 iShares Core US REIT ETF shares in Q1 2025, an estimated $1.6K.
  • Kathleen S. Wright Associates first reported a position in iShares Core US REIT ETF in Q3 2024 and held it in 2 quarters.
  • Kathleen S. Wright Associates's iShares Core US REIT ETF position peaked at $1.72K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2025, filed 6 May 2025.