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

Prosperity 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
2024
Q4 		– Sell
-4,665
Closed -$287K – 192
2024
Q3 		$287K Buy
+4,665
New +$272K 0.16% 112
2024
Q2 		– Sell
-5,369
Closed -$289K – 158
2024
Q1 		$289K Buy
5,369
+13
+0.2% +$689 0.18% 112
2023
Q4 		$291K Buy
+5,356
New +$262K 0.2% 95

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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Prosperity Financial Group's USRT Position: Q4 2024 in Review

Prosperity Financial Group sold out of iShares Core US REIT ETF (USRT) in Q4 2024, closing a stake of 4,665 shares — an estimated $287K sold.

Prosperity Financial Group first reported a position in USRT in Q4 2023 and held it in 3 quarters. The position peaked at $291K in Q4 2023. 370 funds tracked by Wall St. Rank hold USRT as of Q4 2024.

  • Prosperity Financial Group reported no remaining iShares Core US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Prosperity Financial Group sold 4,665 iShares Core US REIT ETF shares in Q4 2024, an estimated $287K.
  • Prosperity Financial Group first reported a position in iShares Core US REIT ETF in Q4 2023 and held it in 3 quarters.
  • Prosperity Financial Group's iShares Core US REIT ETF position peaked at $291K in Q4 2023.
  • 370 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2024.

Based on Prosperity Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.