RFA
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RTD Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

RTD Financial 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
Q2 		– Sell
-3,575
Closed -$206K – 121
2025
Q1 		$206K Sell
3,575
-7,159
-67% -$415K 0.03% 115
2024
Q4 		$615K Sell
10,734
-10,819
-50% -$651K 0.08% 75
2024
Q3 		$1.33M Sell
21,553
-1,197
-5% -$69.9K 0.17% 60
2024
Q2 		$1.22M Sell
22,750
-3,514
-13% -$182K 0.16% 61
2024
Q1 		$1.41M Hold
26,264
– – 0.19% 56
2023
Q4 		$1.43M Buy
26,264
+766
+3% +$37.5K 0.2% 55
2023
Q3 		$1.2M Buy
25,498
+3,514
+16% +$180K 0.18% 55
2023
Q2 		$1.13M Hold
21,984
– – 0.16% 56
2023
Q1 		$1.11M Buy
21,984
+7,284
+50% +$377K 0.17% 55
2022
Q4 		$727K Sell
14,700
-417
-3% -$20.7K 0.12% 63
2022
Q3 		$718K Sell
15,117
-3,346
-18% -$184K 0.13% 59
2022
Q2 		$986K Buy
18,463
+252
+1% +$14.8K 0.15% 61
2022
Q1 		$1.18M Sell
18,211
-406
-2% -$25.5K 0.16% 58
2021
Q4 		$1.26M Buy
+18,617
New +$1.18M 0.16% 58

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
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

RTD Financial Advisors's USRT Position: Q2 2025 in Review

RTD Financial Advisors sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 3,575 shares — an estimated $206K sold.

RTD Financial Advisors first reported a position in USRT in Q4 2021 and held it in 14 quarters. The position peaked at $1.43M in Q4 2023. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • RTD Financial Advisors reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • RTD Financial Advisors sold 3,575 iShares Core US REIT ETF shares in Q2 2025, an estimated $206K.
  • RTD Financial Advisors first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 14 quarters.
  • RTD Financial Advisors's iShares Core US REIT ETF position peaked at $1.43M in Q4 2023.
  • 366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on RTD Financial Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.