LI
USRT icon

LRI Investments’s iShares Core US REIT ETF USRT Stock Holding History

LRI Investments’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
-215
Closed -$12.2K – 1361
2025
Q2 		$12.2K Hold
215
– – ﹤0.01% 806
2025
Q1 		$12.4K Buy
+215
New +$12.5K ﹤0.01% 752

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 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 $34.6B AUM 29.24% 1-Year Est. Return

LRI Investments's USRT Position: Q3 2025 in Review

LRI Investments sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 215 shares — an estimated $12.2K sold.

LRI Investments first reported a position in USRT in Q1 2025 and held it in 2 quarters. The position peaked at $12.4K in Q1 2025. 361 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

  • LRI Investments reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • LRI Investments sold 215 iShares Core US REIT ETF shares in Q3 2025, an estimated $12.2K.
  • LRI Investments first reported a position in iShares Core US REIT ETF in Q1 2025 and held it in 2 quarters.
  • LRI Investments's iShares Core US REIT ETF position peaked at $12.4K in Q1 2025.
  • 361 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on LRI Investments's 13F filing for Q3 2025, filed 3 Nov 2025.