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

PSI 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
Q1 		– Sell
-31
Closed -$1.78K – 939
2024
Q4 		$1.78K Hold
31
– – ﹤0.01% 738
2024
Q3 		$1.91K Hold
31
– – ﹤0.01% 748
2024
Q2 		$1.66K Hold
31
– – ﹤0.01% 737
2024
Q1 		$1.67K Hold
31
– – ﹤0.01% 675
2023
Q4 		$1.68K Hold
31
– – ﹤0.01% 728
2023
Q3 		$1.46K Hold
31
– – ﹤0.01% 708
2023
Q2 		$1.59K Hold
31
– – ﹤0.01% 677
2023
Q1 		$1.56K Sell
31
-25
-45% -$1.29K ﹤0.01% 629
2022
Q4 		$2.77K Hold
56
– – ﹤0.01% 579
2022
Q3 		$3K Hold
56
– – ﹤0.01% 598
2022
Q2 		$3K Buy
+56
New +$3.29K ﹤0.01% 640

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

PSI Advisors's USRT Position: Q1 2025 in Review

PSI Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 31 shares — an estimated $1.78K sold.

PSI Advisors first reported a position in USRT in Q2 2022 and held it in 11 quarters. The position peaked at $3K in Q3 2022. 375 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

  • PSI Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 31 iShares Core US REIT ETF shares in Q1 2025, an estimated $1.78K.
  • PSI Advisors first reported a position in iShares Core US REIT ETF in Q2 2022 and held it in 11 quarters.
  • PSI Advisors's iShares Core US REIT ETF position peaked at $3K in Q3 2022.
  • 375 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.