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Park Square Financial Group’s iShares Core US REIT ETF USRT Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-103
Closed -$5.83K – 912
2025
Q2 		$5.83K Hold
103
– – ﹤0.01% 713
2025
Q1 		$5.93K Sell
103
-3
-3% -$174 ﹤0.01% 714
2024
Q4 		$6.08K Buy
+106
New +$6.38K ﹤0.01% 674

Other funds holding USRT

BlackRock
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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
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

Park Square Financial Group's USRT Position: Q3 2025 in Review

Park Square Financial Group sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 103 shares — an estimated $5.83K sold.

Park Square Financial Group first reported a position in USRT in Q4 2024 and held it in 3 quarters. The position peaked at $6.08K in Q4 2024. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

  • Park Square Financial Group reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 103 iShares Core US REIT ETF shares in Q3 2025, an estimated $5.83K.
  • Park Square Financial Group first reported a position in iShares Core US REIT ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's iShares Core US REIT ETF position peaked at $6.08K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.