Northwestern Mutual Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $108M | Sell |
1,819,664
-21,423
| -1% | -$1.29M | 0.07% | 152 |
|
|
2025
Q4 | $105M | Buy |
1,841,087
+92,589
| +5% | +$5.36M | 0.07% | 147 |
|
|
2025
Q3 | $103M | Buy |
1,748,498
+145,652
| +9% | +$8.36M | 0.07% | 145 |
|
|
2025
Q2 | $90.7M | Buy |
1,602,846
+69,516
| +5% | +$3.9M | 0.07% | 144 |
|
|
2025
Q1 | $88.3M | Buy |
1,533,330
+213,501
| +16% | +$12.4M | 0.07% | 131 |
|
|
2024
Q4 | $75.6M | Buy |
1,319,829
+108,213
| +9% | +$6.51M | 0.06% | 140 |
|
|
2024
Q3 | $74.6M | Buy |
1,211,616
+118,381
| +11% | +$6.91M | 0.07% | 141 |
|
|
2024
Q2 | $58.6M | Buy |
1,093,235
+58,262
| +6% | +$3.02M | 0.06% | 158 |
|
|
2024
Q1 | $55.7M | Buy |
1,034,973
+115,368
| +13% | +$6.11M | 0.06% | 165 |
|
|
2023
Q4 | $49.9M | Buy |
919,605
+129,993
| +16% | +$6.36M | 0.06% | 171 |
|
|
2023
Q3 | $37.3M | Buy |
789,612
+333,763
| +73% | +$17.1M | 0.05% | 189 |
|
|
2023
Q2 | $23.4M | Buy |
455,849
+84,188
| +23% | +$4.21M | 0.03% | 261 |
|
|
2023
Q1 | $18.7M | Buy |
371,661
+45,563
| +14% | +$2.36M | 0.03% | 268 |
|
|
2022
Q4 | $16.1M | Buy |
326,098
+63,177
| +24% | +$3.13M | 0.02% | 270 |
|
|
2022
Q3 | $12.5M | Buy |
262,921
+23,582
| +10% | +$1.3M | 0.02% | 267 |
|
|
2022
Q2 | $12.8M | Buy |
239,339
+27,207
| +13% | +$1.6M | 0.02% | 263 |
|
|
2022
Q1 | $13.7M | Buy |
212,132
+14,084
| +7% | +$885K | 0.02% | 263 |
|
|
2021
Q4 | $13.4M | Buy |
198,048
+14,464
| +8% | +$920K | 0.02% | 245 |
|
|
2021
Q3 | $10.8M | Buy |
183,584
+8,796
| +5% | +$535K | 0.02% | 260 |
|
|
2021
Q2 | $10.2M | Buy |
174,788
+12,953
| +8% | +$735K | 0.02% | 256 |
|
|
2021
Q1 | $8.48M | Buy |
161,835
+17,991
| +13% | +$905K | 0.02% | 260 |
|
|
2020
Q4 | $6.96M | Buy |
143,844
+19,710
| +16% | +$919K | 0.02% | 274 |
|
|
2020
Q3 | $5.43M | Buy |
124,134
+13,145
| +12% | +$586K | 0.01% | 286 |
|
|
2020
Q2 | $4.83M | Buy |
110,989
+14,511
| +15% | +$609K | 0.01% | 284 |
|
|
2020
Q1 | $3.78M | Buy |
96,478
+21,543
| +29% | +$1.1M | 0.01% | 280 |
|
|
2019
Q4 | $4.09M | Buy |
74,935
+70,794
| +1,710% | +$3.9M | 0.01% | 288 |
|
|
2019
Q3 | $230K | Buy |
4,141
+2,596
| +168% | +$140K | ﹤0.01% | 843 |
|
|
2019
Q2 | $80K | Buy |
1,545
+1,304
| +541% | +$67.9K | ﹤0.01% | 1216 |
|
|
2019
Q1 | $12K | Sell |
241
-38
| -14% | -$1.88K | ﹤0.01% | 1903 |
|
|
2018
Q4 | $13K | Sell |
279
-17
| -6% | -$805 | ﹤0.01% | 1756 |
|
|
2018
Q3 | $14K | Sell |
296
-750
| -72% | -$37.4K | ﹤0.01% | 1814 |
|
|
2018
Q2 | $51K | Buy |
+1,046
| New | +$48.8K | ﹤0.01% | 1237 |
|
Other funds holding USRT
GT
RIM
TCOT
SC
DCM
Northwestern Mutual Wealth Management's USRT Position: Q1 2026 in Review
Northwestern Mutual Wealth Management reduced its iShares Core US REIT ETF (USRT) stake by 1.2% in Q1 2026, selling an estimated $1.29M and leaving 1,819,664 shares worth $108M. The position accounts for 0.07% of the portfolio, ranked #152.
Northwestern Mutual Wealth Management first reported a position in USRT in Q2 2018 and has held it in 32 quarters since. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.
- Northwestern Mutual Wealth Management held 1,819,664 shares of iShares Core US REIT ETF worth $108M as of Q1 2026.
- Northwestern Mutual Wealth Management sold 21,423 iShares Core US REIT ETF shares in Q1 2026, an estimated $1.29M.
- iShares Core US REIT ETF made up 0.07% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #152 holding.
- Northwestern Mutual Wealth Management first reported a position in iShares Core US REIT ETF in Q2 2018 and has held it in 32 quarters since.
- 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.