Ken Fisher’s iShares Core US REIT ETF USRT Stock Holding History

Ken Fisher’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 Q3	–	Sell	-6,414	Closed	-$363K	–	1084
2025 Q2	$363K	Buy	+6,414	New	+$360K	﹤0.01%	844

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Ken Fisher's USRT Position: Q3 2025 in Review

Ken Fisher sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 6,414 shares — an estimated $363K sold.

Ken Fisher first reported a position in USRT in Q2 2025 and held it in 1 quarter. The position peaked at $363K in Q2 2025. 360 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

Ken Fisher reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
Ken Fisher sold 6,414 iShares Core US REIT ETF shares in Q3 2025, an estimated $363K.
Ken Fisher first reported a position in iShares Core US REIT ETF in Q2 2025 and held it in 1 quarter.
Ken Fisher's iShares Core US REIT ETF position peaked at $363K in Q2 2025.
360 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Fisher Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.