RIL
USRT icon

Rothschild Investment LLC’s iShares Core US REIT ETF USRT Stock Holding History

Rothschild Investment LLC’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
Q2 		– Sell
-575
Closed -$33.1K – 3193
2025
Q1 		$33.1K Buy
+575
New +$33.3K ﹤0.01% 875

Other funds holding USRT

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US Bancorp
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Rothschild Investment LLC's USRT Position: Q2 2025 in Review

Rothschild Investment LLC sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 575 shares — an estimated $33.1K sold.

Rothschild Investment LLC first reported a position in USRT in Q1 2025 and held it in 1 quarter. The position peaked at $33.1K in Q1 2025. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • Rothschild Investment LLC reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 575 iShares Core US REIT ETF shares in Q2 2025, an estimated $33.1K.
  • Rothschild Investment LLC first reported a position in iShares Core US REIT ETF in Q1 2025 and held it in 1 quarter.
  • Rothschild Investment LLC's iShares Core US REIT ETF position peaked at $33.1K in Q1 2025.
  • 366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.