Schroder Investment Management Group
USRT icon

Schroder Investment Management Group’s iShares Core US REIT ETF USRT Stock Holding History

Schroder Investment Management 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
2024
Q3 		– Sell
-175,000
Closed -$9.37M – 1268
2024
Q2 		$9.37M Sell
175,000
-30,000
-15% -$1.56M 0.01% 647
2024
Q1 		$11M Sell
205,000
-65,000
-24% -$3.44M 0.01% 631
2023
Q4 		$14.7M Buy
270,000
+185,000
+218% +$9.05M 0.02% 551
2023
Q3 		$4.01M Sell
85,000
-180,000
-68% -$9.21M 0.01% 790
2023
Q2 		$13.6M Hold
265,000
– – 0.02% 559
2023
Q1 		$13.4M Buy
265,000
+200,000
+308% +$10.4M 0.02% 571
2022
Q4 		$3.21M Hold
65,000
– – 0.01% 862
2022
Q3 		$3.09M Sell
65,000
-40,000
-38% -$2.2M 0.01% 862
2022
Q2 		$5.64M Hold
105,000
– – 0.01% 770
2022
Q1 		$6.89M Buy
+105,000
New +$6.59M 0.01% 763
2021
Q4 		– Sell
-116,000
Closed -$6.8M – 1507
2021
Q3 		$6.8M Sell
116,000
-2,935,029
-96% -$178M 0.01% 707
2021
Q2 		$178M Buy
3,051,029
+2,003,317
+191% +$114M 0.22% 90
2021
Q1 		$54.9M Buy
1,047,712
+63,000
+6% +$3.17M 0.07% 284
2020
Q4 		$47.7M Buy
984,712
+954,712
+3,182% +$44.5M 0.07% 284
2020
Q3 		$1.37M Buy
+30,000
New +$1.34M ﹤0.01% 957

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TCOT
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HFS
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Schroder Investment Management Group's USRT Position: Q3 2024 in Review

Schroder Investment Management Group sold out of iShares Core US REIT ETF (USRT) in Q3 2024, closing a stake of 175,000 shares — an estimated $9.37M sold.

Schroder Investment Management Group first reported a position in USRT in Q3 2020 and held it in 15 quarters. The position peaked at $178M in Q2 2021. 349 funds tracked by Wall St. Rank hold USRT as of Q3 2024.

  • Schroder Investment Management Group reported no remaining iShares Core US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 175,000 iShares Core US REIT ETF shares in Q3 2024, an estimated $9.37M.
  • Schroder Investment Management Group first reported a position in iShares Core US REIT ETF in Q3 2020 and held it in 15 quarters.
  • Schroder Investment Management Group's iShares Core US REIT ETF position peaked at $178M in Q2 2021.
  • 349 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2024.

Based on Schroder Investment Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.