SWM
USRT icon

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

SFG 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
2025
Q2 		– Sell
-7,890
Closed -$454K – 125
2025
Q1 		$454K Buy
7,890
+4,106
+109% +$238K 0.22% 78
2024
Q4 		$217K Buy
+3,784
New +$228K 0.11% 94

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

SFG Wealth Management's USRT Position: Q2 2025 in Review

SFG Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 7,890 shares — an estimated $454K sold.

SFG Wealth Management first reported a position in USRT in Q4 2024 and held it in 2 quarters. The position peaked at $454K in Q1 2025. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • SFG Wealth Management reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • SFG Wealth Management sold 7,890 iShares Core US REIT ETF shares in Q2 2025, an estimated $454K.
  • SFG Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2024 and held it in 2 quarters.
  • SFG Wealth Management's iShares Core US REIT ETF position peaked at $454K in Q1 2025.
  • 366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on SFG Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.