Morgan Stanley
USRT icon

Morgan Stanley’s iShares Core US REIT ETF USRT Stock Holding History

Morgan Stanley’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
2026
Q1 		$56.4M Sell
953,255
-1,211,092
-56% -$72.8M ﹤0.01% 1981
2025
Q4 		$123M Buy
2,164,347
+1,136,903
+111% +$65.8M 0.01% 1272
2025
Q3 		$60.3M Sell
1,027,444
-41,294
-4% -$2.37M ﹤0.01% 1854
2025
Q2 		$60.4M Buy
1,068,738
+116,170
+12% +$6.51M ﹤0.01% 1746
2025
Q1 		$54.9M Buy
952,568
+33,067
+4% +$1.92M ﹤0.01% 1732
2024
Q4 		$52.7M Buy
919,501
+28,364
+3% +$1.71M ﹤0.01% 1793
2024
Q3 		$54.9M Buy
891,137
+31,597
+4% +$1.84M ﹤0.01% 1746
2024
Q2 		$46M Buy
859,540
+16,169
+2% +$839K ﹤0.01% 1838
2024
Q1 		$45.4M Sell
843,371
-621,993
-42% -$32.9M ﹤0.01% 1853
2023
Q4 		$79.6M Buy
1,465,364
+780,766
+114% +$38.2M ﹤0.01% 1961
2023
Q3 		$32.3M Buy
684,598
+38,637
+6% +$1.98M ﹤0.01% 1982
2023
Q2 		$33.2M Buy
645,961
+38,349
+6% +$1.92M ﹤0.01% 1964
2023
Q1 		$30.6M Sell
607,612
-5,306
-0.9% -$275K ﹤0.01% 1987
2022
Q4 		$30.3M Sell
612,918
-42,198
-6% -$2.09M ﹤0.01% 1945
2022
Q3 		$31.1M Buy
655,116
+17,765
+3% +$978K ﹤0.01% 1733
2022
Q2 		$34M Buy
637,351
+130,679
+26% +$7.68M ﹤0.01% 1715
2022
Q1 		$32.8M Buy
506,672
+12,431
+3% +$781K ﹤0.01% 1630
2021
Q4 		$33.4M Buy
494,241
+78,302
+19% +$4.98M ﹤0.01% 1654
2021
Q3 		$24.4M Buy
415,939
+14,500
+4% +$882K ﹤0.01% 1882
2021
Q2 		$23.4M Buy
401,439
+17,680
+5% +$1M ﹤0.01% 1987
2021
Q1 		$20.1M Buy
383,759
+55,796
+17% +$2.81M ﹤0.01% 1907
2020
Q4 		$15.9M Buy
327,963
+13,248
+4% +$618K ﹤0.01% 2034
2020
Q3 		$13.8M Sell
314,715
-10,932
-3% -$488K ﹤0.01% 1764
2020
Q2 		$14.2M Buy
325,647
+148,882
+84% +$6.25M ﹤0.01% 1676
2020
Q1 		$6.92M Sell
176,765
-145,971
-45% -$7.45M ﹤0.01% 2133
2019
Q4 		$17.6M Buy
322,736
+23,753
+8% +$1.31M ﹤0.01% 1781
2019
Q3 		$16.6M Sell
298,983
-71,139
-19% -$3.83M ﹤0.01% 1645
2019
Q2 		$19.3M Buy
370,122
+201,095
+119% +$10.5M 0.01% 1525
2019
Q1 		$8.74M Buy
169,027
+11,118
+7% +$551K ﹤0.01% 2164
2018
Q4 		$7.08M Sell
157,909
-15,541
-9% -$736K ﹤0.01% 2499
2018
Q3 		$8.39M Buy
173,450
+53,674
+45% +$2.68M ﹤0.01% 2594
2018
Q2 		$5.89M Buy
119,776
+16,001
+15% +$746K ﹤0.01% 2960
2018
Q1 		$4.68M Buy
103,775
+50,894
+96% +$2.33M ﹤0.01% 3097
2017
Q4 		$2.62M Sell
52,881
-2,929
-5% -$146K ﹤0.01% 3786
2017
Q3 		$2.75M Buy
55,810
+2,486
+5% +$123K ﹤0.01% 3569
2017
Q2 		$2.62M Sell
53,324
-562
-1% -$27.7K ﹤0.01% 3544
2017
Q1 		$2.64M Buy
53,886
+6,253
+13% +$308K ﹤0.01% 3562
2016
Q4 		$2.32M Buy
47,633
+33,113
+228% +$1.58M ﹤0.01% 3802
2016
Q3 		$737K Buy
14,520
+634
+5% +$32.9K ﹤0.01% 4264
2016
Q2 		$717K Sell
13,886
-53
-0.4% -$2.6K ﹤0.01% 4211
2016
Q1 		$683K Sell
13,939
-1,265
-8% -$57.8K ﹤0.01% 4220
2015
Q4 		$719K Sell
15,204
-331
-2% -$15.4K ﹤0.01% 4286
2015
Q3 		$682K Sell
15,535
-9,643
-38% -$432K ﹤0.01% 4408
2015
Q2 		$1.09M Sell
25,178
-2,871
-10% -$133K ﹤0.01% 4130
2015
Q1 		$1.36M Sell
28,049
-11,064
-28% -$542K ﹤0.01% 3895
2014
Q4 		$1.85M Sell
39,113
-407
-1% -$18.6K ﹤0.01% 3635
2014
Q3 		$1.67M Buy
39,520
+2,421
+7% +$107K ﹤0.01% 3584
2014
Q2 		$1.62M Sell
37,099
-235
-0.6% -$10K ﹤0.01% 3656
2014
Q1 		$1.53M Sell
37,334
-13,035
-26% -$522K ﹤0.01% 3652
2013
Q4 		$1.92M Sell
50,369
-13,420
-21% -$525K ﹤0.01% 3405
2013
Q3 		$2.48M Buy
63,789
+3,183
+5% +$127K ﹤0.01% 3051
2013
Q2 		$2.46M Buy
+60,606
New +$2.62M ﹤0.01% 2992

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
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Morgan Stanley's USRT Position: Q1 2026 in Review

Morgan Stanley reduced its iShares Core US REIT ETF (USRT) stake by 56% in Q1 2026, selling an estimated $72.8M and leaving 953,255 shares worth $56.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Morgan Stanley first reported a position in USRT in Q2 2013 and has held it in 52 quarters since. The position peaked at $123M in Q4 2025. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Morgan Stanley held 953,255 shares of iShares Core US REIT ETF worth $56.4M as of Q1 2026.
  • Morgan Stanley sold 1,211,092 iShares Core US REIT ETF shares in Q1 2026, an estimated $72.8M.
  • iShares Core US REIT ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1981 holding.
  • Morgan Stanley first reported a position in iShares Core US REIT ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares Core US REIT ETF position peaked at $123M in Q4 2025.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.