MWM
USRT icon

Merriman Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Merriman Wealth Management’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
2024
Q4 		– Sell
-109,016
Closed -$6.71M – 231
2024
Q3 		$6.71M Sell
109,016
-3,874
-3% -$226K 0.27% 38
2024
Q2 		$6.05M Buy
+112,890
New +$5.86M 0.26% 41
2023
Q3 		– Sell
-125,631
Closed -$6.46M – 215
2023
Q2 		$6.46M Buy
+125,631
New +$6.29M 0.32% 42
2022
Q2 		– Sell
-121,058
Closed -$7.83M – 206
2022
Q1 		$7.83M Sell
121,058
-7,050
-6% -$443K 0.64% 27
2021
Q4 		$8.66M Buy
+128,108
New +$8.15M 0.63% 23

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Merriman Wealth Management's USRT Position: Q4 2024 in Review

Merriman Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q4 2024, closing a stake of 109,016 shares — an estimated $6.71M sold.

Merriman Wealth Management first reported a position in USRT in Q4 2021 and held it in 5 quarters. The position peaked at $8.66M in Q4 2021. 370 funds tracked by Wall St. Rank hold USRT as of Q4 2024.

  • Merriman Wealth Management reported no remaining iShares Core US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 109,016 iShares Core US REIT ETF shares in Q4 2024, an estimated $6.71M.
  • Merriman Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 5 quarters.
  • Merriman Wealth Management's iShares Core US REIT ETF position peaked at $8.66M in Q4 2021.
  • 370 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.