Lowe Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Lowe Wealth Advisors’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	$46.9K	Hold	798	–	–	0.02%	152
2025 Q2	$45.1K	Hold	798	–	–	0.02%	149
2025 Q1	$46K	Hold	798	–	–	0.02%	142
2024 Q4	$45.7K	Hold	798	–	–	0.02%	138
2024 Q3	$49.1K	Hold	798	–	–	0.02%	129
2024 Q2	$42.7K	Hold	798	–	–	0.02%	135
2024 Q1	$42.9K	Hold	798	–	–	0.02%	127
2023 Q4	$43.3K	Hold	798	–	–	0.02%	123
2023 Q3	$37.6K	Sell	798 -200	-20%	-$10.2K	0.02%	124
2023 Q2	$51.3K	Hold	998	–	–	0.03%	112
2023 Q1	$50.3K	Hold	998	–	–	0.03%	101
2022 Q4	$49.4K	Hold	998	–	–	0.03%	104
2022 Q3	$47K	Hold	998	–	–	0.03%	99
2022 Q2	$53K	Buy	998 +388	+64%	+$22.8K	0.03%	88
2022 Q1	$39K	Hold	610	–	–	0.02%	119
2021 Q4	$41K	Hold	610	–	–	0.02%	113
2021 Q3	$36K	Hold	610	–	–	0.02%	110
2021 Q2	$36K	Hold	610	–	–	0.02%	109
2021 Q1	$32K	Hold	610	–	–	0.02%	112
2020 Q4	$30K	Hold	610	–	–	0.02%	110
2020 Q3	$27K	Hold	610	–	–	0.02%	99
2020 Q2	$27K	Hold	610	–	–	0.02%	97
2020 Q1	$24K	Hold	610	–	–	0.02%	88
2019 Q4	$33K	Hold	610	–	–	0.02%	87
2019 Q3	$34K	Hold	610	–	–	0.02%	80
2019 Q2	$32K	Hold	610	–	–	0.02%	90
2019 Q1	$31K	Hold	610	–	–	0.02%	86
2018 Q4	$27K	Hold	610	–	–	0.02%	88
2018 Q3	$30K	Hold	610	–	–	0.02%	92
2018 Q2	$30K	Hold	610	–	–	0.02%	88
2018 Q1	$27K	Hold	610	–	–	0.02%	95
2017 Q4	$30K	Hold	610	–	–	0.02%	90
2017 Q3	$30K	Buy	+610	New	+$30.2K	0.02%	88

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 $537M AUM 13.53% 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

Lowe Wealth Advisors's USRT Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares Core US REIT ETF (USRT) position steady in Q3 2025 at 798 shares worth $46.9K. The position accounts for 0.02% of the portfolio, ranked #152.

Lowe Wealth Advisors first reported a position in USRT in Q3 2017 and has held it in 33 quarters since. The position peaked at $53K in Q2 2022. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

Lowe Wealth Advisors held 798 shares of iShares Core US REIT ETF worth $46.9K as of Q3 2025.
Lowe Wealth Advisors left its iShares Core US REIT ETF share count unchanged in Q3 2025.
iShares Core US REIT ETF made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #152 holding.
Lowe Wealth Advisors first reported a position in iShares Core US REIT ETF in Q3 2017 and has held it in 33 quarters since.
Lowe Wealth Advisors's iShares Core US REIT ETF position peaked at $53K in Q2 2022.
359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.