Sanctuary Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Sanctuary Wealth 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	$46.3K	Hold	808	–	–	0.03%	92
2024 Q3	$49.7K	Buy	+808	New	+$47.2K	0.04%	99
2024 Q1	–	Sell	-115	Closed	-$6.24K	–	297
2023 Q4	$6.24K	Hold	115	–	–	0.01%	167
2023 Q3	$5.43K	Hold	115	–	–	0.01%	158
2023 Q2	$5.91K	Buy	+115	New	+$5.76K	0.01%	161
2022 Q4	$5.69K	Buy	+115	New	+$5.7K	0.01%	151
2020 Q1	–	Sell	-5,019	Closed	-$274K	–	27
2019 Q4	$274K	Hold	5,019	–	–	0.31%	17
2019 Q3	$279K	Hold	5,019	–	–	0.28%	17
2019 Q2	$261K	Buy	+5,019	New	+$261K	0.24%	22
2018 Q3	–	Sell	-4,510	Closed	-$222K	–	24
2018 Q2	$222K	Buy	+4,510	New	+$210K	0.19%	18

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Sanctuary Wealth Management's USRT Position: Q4 2024 in Review

Sanctuary Wealth Management held its iShares Core US REIT ETF (USRT) position steady in Q4 2024 at 808 shares worth $46.3K. The position accounts for 0.03% of the portfolio, ranked #92.

Sanctuary Wealth Management first reported a position in USRT in Q2 2018 and has held it in 10 quarters since. The position peaked at $279K in Q3 2019. 370 funds tracked by Wall St. Rank hold USRT as of Q4 2024.

Sanctuary Wealth Management held 808 shares of iShares Core US REIT ETF worth $46.3K as of Q4 2024.
Sanctuary Wealth Management left its iShares Core US REIT ETF share count unchanged in Q4 2024.
iShares Core US REIT ETF made up 0.03% of Sanctuary Wealth Management's portfolio in Q4 2024, its #92 holding.
Sanctuary Wealth Management first reported a position in iShares Core US REIT ETF in Q2 2018 and has held it in 10 quarters since.
Sanctuary Wealth Management's iShares Core US REIT ETF position peaked at $279K in Q3 2019.
370 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.