PTC
USRT icon

Private Trust Company’s iShares Core US REIT ETF USRT Stock Holding History

Private Trust Company’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 		$35.1K Hold
593
– – ﹤0.01% 1456
2025
Q4 		$33.8K Hold
593
– – ﹤0.01% 1428
2025
Q3 		$34.8K Sell
593
-21
-3% -$1.21K ﹤0.01% 1413
2025
Q2 		$34.7K Sell
614
-30
-5% -$1.68K ﹤0.01% 1358
2025
Q1 		$37.1K Hold
644
– – ﹤0.01% 1310
2024
Q4 		$36.9K Sell
644
-405
-39% -$24.4K ﹤0.01% 1277
2024
Q3 		$64.6K Buy
1,049
+873
+496% +$51K 0.01% 1049
2024
Q2 		$9.43K Buy
176
+110
+167% +$5.71K ﹤0.01% 1707
2024
Q1 		$3.55K Buy
+66
New +$3.5K ﹤0.01% 2013
2022
Q4 		– Sell
-3,849
Closed -$183K – 2278
2022
Q3 		$183K Buy
+3,849
New +$212K 0.03% 501

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