Millennium Management
USRT icon

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

Millennium 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
2025
Q4 		– Sell
-8,150
Closed -$479K – 6483
2025
Q3 		$479K Sell
8,150
-42,637
-84% -$2.45M ﹤0.01% 5098
2025
Q2 		$2.87M Buy
+50,787
New +$2.85M ﹤0.01% 3548
2025
Q1 		– Sell
-3,972
Closed -$228K – 6420
2024
Q4 		$228K Buy
+3,972
New +$239K ﹤0.01% 5230

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Millennium Management's USRT Position: Q4 2025 in Review

Millennium Management sold out of iShares Core US REIT ETF (USRT) in Q4 2025, closing a stake of 8,150 shares — an estimated $479K sold.

Millennium Management first reported a position in USRT in Q4 2024 and held it in 3 quarters. The position peaked at $2.87M in Q2 2025. 393 funds tracked by Wall St. Rank hold USRT as of Q4 2025.

  • Millennium Management reported no remaining iShares Core US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Millennium Management sold 8,150 iShares Core US REIT ETF shares in Q4 2025, an estimated $479K.
  • Millennium Management first reported a position in iShares Core US REIT ETF in Q4 2024 and held it in 3 quarters.
  • Millennium Management's iShares Core US REIT ETF position peaked at $2.87M in Q2 2025.
  • 393 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2025.

Based on Millennium Management's 13F filing for Q4 2025, filed 17 Feb 2026.