Prudential Financial
USRT icon

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

Prudential Financial’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
-210,511
Closed -$13M – 2705
2024
Q3 		$13M Buy
210,511
+197,404
+1,506% +$11.5M 0.02% 584
2024
Q2 		$702K Sell
13,107
-3,376
-20% -$175K ﹤0.01% 2019
2024
Q1 		$887K Buy
16,483
+6,242
+61% +$331K ﹤0.01% 1908
2023
Q4 		$556K Buy
10,241
+1,358
+15% +$66.4K ﹤0.01% 2098
2023
Q3 		$419K Buy
8,883
+410
+5% +$21K ﹤0.01% 2136
2023
Q2 		$436K Buy
8,473
+1,203
+17% +$60.2K ﹤0.01% 2180
2023
Q1 		$395K Buy
+7,270
New +$376K ﹤0.01% 2173
2022
Q4 		– Sell
-17,050
Closed -$800K – 2706
2022
Q3 		$800K Sell
17,050
-25,447
-60% -$1.4M ﹤0.01% 1862
2022
Q2 		$2.28M Buy
42,497
+834
+2% +$49K ﹤0.01% 1322
2022
Q1 		$2.69M Buy
41,663
+24,716
+146% +$1.55M ﹤0.01% 1332
2021
Q4 		$1.14M Buy
+16,947
New +$1.08M ﹤0.01% 1815

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Heritage Financial Services
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Prudential Financial's USRT Position: Q4 2024 in Review

Prudential Financial sold out of iShares Core US REIT ETF (USRT) in Q4 2024, closing a stake of 210,511 shares — an estimated $13M sold.

Prudential Financial first reported a position in USRT in Q4 2021 and held it in 11 quarters. The position peaked at $13M in Q3 2024. 373 funds tracked by Wall St. Rank hold USRT as of Q4 2024.

  • Prudential Financial reported no remaining iShares Core US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 210,511 iShares Core US REIT ETF shares in Q4 2024, an estimated $13M.
  • Prudential Financial first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 11 quarters.
  • Prudential Financial's iShares Core US REIT ETF position peaked at $13M in Q3 2024.
  • 373 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.