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PAS
Park Avenue Securities’s
iShares Core US REIT ETF
USRT
Stock Holding History
Park Avenue Securities’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
$547K
Sell
9,234
-1,076
-10%
-$64.6K
﹤0.01%
1075
2025
Q4
$587K
Buy
10,310
+4,105
+66%
+$238K
0.01%
1026
2025
Q3
$364K
Buy
6,205
+1,476
+31%
+$84.7K
﹤0.01%
1336
2025
Q2
$267K
Buy
4,729
+1,189
+34%
+$66.6K
﹤0.01%
1321
2025
Q1
$204K
Sell
3,540
-4,809
-58%
-$279K
﹤0.01%
1127
2024
Q4
$478K
Buy
+8,349
New
+$502K
﹤0.01%
1098
2024
Q2
–
Sell
-6,815
Closed
-$367K
–
1416
2024
Q1
$367K
Sell
6,815
-56
-0.8%
-$2.97K
﹤0.01%
1089
2023
Q4
$373K
Buy
+6,871
New
+$336K
0.01%
1028
Other funds holding USRT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
DCM
Disciplina Capital Management
Nashville, Tennessee
$944M AUM
10.02%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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