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

Pineridge 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 Q3	$4.46K	Hold	76	–	–	﹤0.01%	279
2025 Q2	$4.3K	Hold	76	–	–	﹤0.01%	326
2025 Q1	$4.38K	Hold	76	–	–	﹤0.01%	321
2024 Q4	$4.36K	Hold	76	–	–	﹤0.01%	398
2024 Q3	$4.68K	Hold	76	–	–	﹤0.01%	355
2024 Q2	$4.07K	Hold	76	–	–	﹤0.01%	391
2024 Q1	$4.09K	Hold	76	–	–	﹤0.01%	383
2023 Q4	$4.13K	Buy	+76	New	+$3.72K	﹤0.01%	523

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pineridge Advisors's USRT Position: Q3 2025 in Review

Pineridge Advisors held its iShares Core US REIT ETF (USRT) position steady in Q3 2025 at 76 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Pineridge Advisors first reported a position in USRT in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.68K in Q3 2024. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

Pineridge Advisors held 76 shares of iShares Core US REIT ETF worth $4.46K as of Q3 2025.
Pineridge Advisors left its iShares Core US REIT ETF share count unchanged in Q3 2025.
iShares Core US REIT ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #279 holding.
Pineridge Advisors first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares Core US REIT ETF position peaked at $4.68K in Q3 2024.
359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.