SAG
USRT icon

SageView Advisory Group’s iShares Core US REIT ETF USRT Stock Holding History

SageView Advisory Group’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
Q4 		$139K Buy
+2,447
New +$142K ﹤0.01% 712
2025
Q2 		– Sell
-5,604
Closed -$323K – 641
2025
Q1 		$323K Sell
5,604
-2,313
-29% -$134K 0.01% 450
2024
Q4 		$454K Buy
+7,917
New +$476K 0.02% 360
2024
Q2 		– Sell
-21,095
Closed -$11.1M – 776
2024
Q1 		$11.1M Buy
21,095
+16,413
+351% +$869K 0.56% 26
2023
Q4 		$246K Buy
+4,682
New +$229K 0.01% 569

Other funds holding USRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return