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Resona Asset Management’s iShares Core US REIT ETF USRT Stock Holding History

Resona Asset Management’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
-13,610
Closed -$832K – 835
2024
Q3 		$832K Buy
13,610
+9,900
+267% +$578K ﹤0.01% 665
2024
Q2 		$197K Sell
3,710
-350
-9% -$18.2K ﹤0.01% 779
2024
Q1 		$218K Buy
+4,060
New +$215K ﹤0.01% 784

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

Resona Asset Management's USRT Position: Q4 2024 in Review

Resona Asset Management sold out of iShares Core US REIT ETF (USRT) in Q4 2024, closing a stake of 13,610 shares — an estimated $832K sold.

Resona Asset Management first reported a position in USRT in Q1 2024 and held it in 3 quarters. The position peaked at $832K in Q3 2024. 370 funds tracked by Wall St. Rank hold USRT as of Q4 2024.

  • Resona Asset Management reported no remaining iShares Core US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Resona Asset Management sold 13,610 iShares Core US REIT ETF shares in Q4 2024, an estimated $832K.
  • Resona Asset Management first reported a position in iShares Core US REIT ETF in Q1 2024 and held it in 3 quarters.
  • Resona Asset Management's iShares Core US REIT ETF position peaked at $832K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2024.

Based on Resona Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.