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Savant Capital’s iShares Core US REIT ETF USRT Stock Holding History

Savant Capital’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
2026
Q1 		$56.6M Buy
956,526
+930,103
+3,520% +$55.9M 0.27% 56
2025
Q4 		$1.51M Sell
26,423
-1,566
-6% -$90.7K 0.01% 463
2025
Q3 		$1.64M Sell
27,989
-221
-0.8% -$12.7K 0.01% 433
2025
Q2 		$1.6M Buy
28,210
+629
+2% +$35.3K 0.01% 404
2025
Q1 		$1.59M Sell
27,581
-717
-3% -$41.5K 0.01% 368
2024
Q4 		$1.62M Buy
+28,298
New +$1.7M 0.01% 498

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GT
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return