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ORBA Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

ORBA Wealth Advisors’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
Q2 		– Sell
-4,820
Closed -$278K – 108
2025
Q1 		$278K Hold
4,820
– – 0.14% 90
2024
Q4 		$276K Sell
4,820
-349
-7% -$21K 0.14% 89
2024
Q3 		$318K Sell
5,169
-74
-1% -$4.32K 0.16% 88
2024
Q2 		$281K Sell
5,243
-179
-3% -$9.29K 0.15% 85
2024
Q1 		$292K Hold
5,422
– – 0.16% 82
2023
Q4 		$294K Buy
+5,422
New +$265K 0.18% 77

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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 $944M AUM 10.02% 1-Year Est. Return

ORBA Wealth Advisors's USRT Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 4,820 shares — an estimated $278K sold.

ORBA Wealth Advisors first reported a position in USRT in Q4 2023 and held it in 6 quarters. The position peaked at $318K in Q3 2024. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • ORBA Wealth Advisors reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 4,820 iShares Core US REIT ETF shares in Q2 2025, an estimated $278K.
  • ORBA Wealth Advisors first reported a position in iShares Core US REIT ETF in Q4 2023 and held it in 6 quarters.
  • ORBA Wealth Advisors's iShares Core US REIT ETF position peaked at $318K in Q3 2024.
  • 366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.