Sheaff Brock Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Sheaff Brock Investment Advisors’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	$265K	Sell	4,600 -500	-10%	-$29K	0.02%	350
2024 Q4	$292K	Hold	5,100	–	–	0.03%	340
2024 Q3	$314K	Hold	5,100	–	–	0.03%	327
2024 Q2	$273K	Hold	5,100	–	–	0.03%	337
2024 Q1	$274K	Hold	5,100	–	–	0.02%	370
2023 Q4	$277K	Hold	5,100	–	–	0.02%	359
2023 Q3	$241K	Hold	5,100	–	–	0.02%	370
2023 Q2	$262K	Hold	5,100	–	–	0.02%	375
2023 Q1	$257K	Hold	5,100	–	–	0.02%	389
2022 Q4	$252K	Hold	5,100	–	–	0.02%	374
2022 Q3	$242K	Hold	5,100	–	–	0.03%	377
2022 Q2	$272K	Buy	5,100 +300	+6%	+$17.6K	0.02%	368
2022 Q1	$310K	Buy	4,800 +1,650	+52%	+$104K	0.02%	366
2021 Q4	$213K	Buy	+3,150	New	+$200K	0.01%	475

Other funds holding USRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Sheaff Brock Investment Advisors's USRT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its iShares Core US REIT ETF (USRT) stake by 9.8% in Q1 2025, selling an estimated $29K and leaving 4,600 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #350.

Sheaff Brock Investment Advisors first reported a position in USRT in Q4 2021 and has held it in 14 quarters since. The position peaked at $314K in Q3 2024. 376 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

Sheaff Brock Investment Advisors held 4,600 shares of iShares Core US REIT ETF worth $265K as of Q1 2025.
Sheaff Brock Investment Advisors sold 500 iShares Core US REIT ETF shares in Q1 2025, an estimated $29K.
iShares Core US REIT ETF made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #350 holding.
Sheaff Brock Investment Advisors first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 14 quarters since.
Sheaff Brock Investment Advisors's iShares Core US REIT ETF position peaked at $314K in Q3 2024.
376 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.