Laidlaw Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Laidlaw Wealth 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 Q1	–	Sell	-4,199	Closed	-$241K	–	148
2024 Q4	$241K	Hold	4,199	–	–	0.1%	155
2024 Q3	$259K	Sell	4,199 -742	-15%	-$43.3K	0.13%	143
2024 Q2	$265K	Sell	4,941 -21	-0.4%	-$1.09K	0.15%	141
2024 Q1	$267K	Sell	4,962 -1,843	-27%	-$97.6K	0.15%	148
2023 Q4	$369K	Buy	6,805 +1,601	+31%	+$78.3K	0.13%	156
2023 Q3	$246K	Sell	5,204 -17	-0.3%	-$870	0.08%	225
2023 Q2	$268K	Sell	5,221 -110	-2%	-$5.51K	0.05%	277
2023 Q1	$269K	Sell	5,331 -4,952	-48%	-$256K	0.05%	278
2022 Q4	$508K	Sell	10,283 -3,148	-23%	-$156K	0.11%	195
2022 Q3	$638K	Buy	+13,431	New	+$739K	0.15%	156

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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 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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Laidlaw Wealth Management's USRT Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 4,199 shares — an estimated $241K sold.

Laidlaw Wealth Management first reported a position in USRT in Q3 2022 and held it in 10 quarters. The position peaked at $638K in Q3 2022. 375 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

Laidlaw Wealth Management reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 4,199 iShares Core US REIT ETF shares in Q1 2025, an estimated $241K.
Laidlaw Wealth Management first reported a position in iShares Core US REIT ETF in Q3 2022 and held it in 10 quarters.
Laidlaw Wealth Management's iShares Core US REIT ETF position peaked at $638K in Q3 2022.
375 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.