MA
USRT icon

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

MAS 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
Q1 		– Sell
-4,269
Closed -$245K – 71
2024
Q4 		$245K Sell
4,269
-4,092
-49% -$246K 0.41% 62
2024
Q3 		$515K Hold
8,361
– – 1.1% 30
2024
Q2 		$448K Hold
8,361
– – 1.07% 35
2024
Q1 		$450K Hold
8,361
– – 0.52% 42
2023
Q4 		$454K Hold
8,361
– – 0.59% 37
2023
Q3 		$394K Hold
8,361
– – 0.56% 41
2023
Q2 		$430K Sell
8,361
-4,092
-33% -$205K 0.6% 36
2023
Q1 		$628K Hold
12,453
– – 0.61% 40
2022
Q4 		$616K Sell
12,453
-4,231
-25% -$210K 0.58% 42
2022
Q3 		$793K Sell
16,684
-3,540
-18% -$195K 0.53% 46
2022
Q2 		$1.08M Buy
20,224
+389
+2% +$22.9K 0.98% 33
2022
Q1 		$1.3M Buy
19,835
+4,169
+27% +$262K 0.99% 33
2021
Q4 		$1.06M Buy
+15,666
New +$997K 0.77% 43

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

MAS Advisors's USRT Position: Q1 2025 in Review

MAS Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 4,269 shares — an estimated $245K sold.

MAS Advisors first reported a position in USRT in Q4 2021 and held it in 13 quarters. The position peaked at $1.3M in Q1 2022. 375 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

  • MAS Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • MAS Advisors sold 4,269 iShares Core US REIT ETF shares in Q1 2025, an estimated $245K.
  • MAS Advisors first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 13 quarters.
  • MAS Advisors's iShares Core US REIT ETF position peaked at $1.3M in Q1 2022.
  • 375 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on MAS Advisors's 13F filing for Q1 2025, filed 14 May 2025.