LDB
USRT icon

Lee, Danner & Bass’s iShares Core US REIT ETF USRT Stock Holding History

Lee, Danner & Bass’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
-100
Closed -$5.73K – 676
2024
Q4 		$5.73K Buy
+100
New +$6.02K ﹤0.01% 585

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

Lee, Danner & Bass's USRT Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 100 shares — an estimated $5.73K sold.

Lee, Danner & Bass first reported a position in USRT in Q4 2024 and held it in 1 quarter. The position peaked at $5.73K in Q4 2024. 375 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 100 iShares Core US REIT ETF shares in Q1 2025, an estimated $5.73K.
  • Lee, Danner & Bass first reported a position in iShares Core US REIT ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Core US REIT ETF position peaked at $5.73K in Q4 2024.
  • 375 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.