MFS
USRT icon

Mattson Financial Services’s iShares Core US REIT ETF USRT Stock Holding History

Mattson Financial Services’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
-102
Closed -$6.28K – 421
2024
Q4 		$6.28K Buy
+102
New +$6.14K ﹤0.01% 276

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

Mattson Financial Services's USRT Position: Q1 2025 in Review

Mattson Financial Services sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 102 shares — an estimated $6.28K sold.

Mattson Financial Services first reported a position in USRT in Q4 2024 and held it in 1 quarter. The position peaked at $6.28K in Q4 2024. 375 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

  • Mattson Financial Services reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 102 iShares Core US REIT ETF shares in Q1 2025, an estimated $6.28K.
  • Mattson Financial Services first reported a position in iShares Core US REIT ETF in Q4 2024 and held it in 1 quarter.
  • Mattson Financial Services's iShares Core US REIT ETF position peaked at $6.28K in Q4 2024.
  • 375 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.