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Signal Advisors Wealth’s iShares Core US REIT ETF USRT Stock Holding History

Signal Advisors Wealth’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
Q3 		– Sell
-16,676
Closed -$943K – 539
2025
Q2 		$943K Buy
+16,676
New +$935K 0.07% 216

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
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 $70.8B AUM 21.68% 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
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

Signal Advisors Wealth's USRT Position: Q3 2025 in Review

Signal Advisors Wealth sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 16,676 shares — an estimated $943K sold.

Signal Advisors Wealth first reported a position in USRT in Q2 2025 and held it in 1 quarter. The position peaked at $943K in Q2 2025. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

  • Signal Advisors Wealth reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 16,676 iShares Core US REIT ETF shares in Q3 2025, an estimated $943K.
  • Signal Advisors Wealth first reported a position in iShares Core US REIT ETF in Q2 2025 and held it in 1 quarter.
  • Signal Advisors Wealth's iShares Core US REIT ETF position peaked at $943K in Q2 2025.
  • 359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Signal Advisors Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.