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School Employees Retirement Board of Ohio’s iShares Core US REIT ETF USRT Stock Holding History

School Employees Retirement Board of Ohio’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
Q1 		– Sell
-112,787
Closed -$6.46M – 5
2024
Q4 		$6.46M Hold
112,787
– – 3.36% 4
2024
Q3 		$6.94M Buy
+112,787
New +$6.58M 3.95% 6

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TCOT
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Morgan Stanley
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JHU
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HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
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School Employees Retirement Board of Ohio's USRT Position: Q1 2025 in Review

School Employees Retirement Board of Ohio sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 112,787 shares — an estimated $6.46M sold.

School Employees Retirement Board of Ohio first reported a position in USRT in Q3 2024 and held it in 2 quarters. The position peaked at $6.94M in Q3 2024. 376 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

  • School Employees Retirement Board of Ohio reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • School Employees Retirement Board of Ohio sold 112,787 iShares Core US REIT ETF shares in Q1 2025, an estimated $6.46M.
  • School Employees Retirement Board of Ohio first reported a position in iShares Core US REIT ETF in Q3 2024 and held it in 2 quarters.
  • School Employees Retirement Board of Ohio's iShares Core US REIT ETF position peaked at $6.94M in Q3 2024.
  • 376 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on School Employees Retirement Board of Ohio's 13F filing for Q1 2025, filed 15 Apr 2025.