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Legacy Investment Solutions’s iShares Core US REIT ETF USRT Stock Holding History

Legacy Investment Solutions’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
Q2 		$388 Buy
+7
New +$392 ﹤0.01% 675

Other funds holding USRT

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US Bancorp
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 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
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Legacy Investment Solutions's USRT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Core US REIT ETF (USRT) in Q2 2025: 7 shares worth $388. The stake represents ﹤0.01% of the portfolio and ranks #675 among its holdings.

366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • Legacy Investment Solutions held 7 shares of iShares Core US REIT ETF worth $388 as of Q2 2025.
  • iShares Core US REIT ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Core US REIT ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #675 holding.
  • 366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.