Synovus Financial’s iShares Core US REIT ETF USRT Stock Holding History

Synovus Financial’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	-5,513	Closed	-$316K	–	939
2024 Q4	$316K	Hold	5,513	–	–	﹤0.01%	743
2024 Q3	$339K	Buy	5,513 +127	+2%	+$7.41K	﹤0.01%	770
2024 Q2	$288K	Sell	5,386 -373	-6%	-$19.4K	﹤0.01%	744
2024 Q1	$310K	Buy	+5,759	New	+$305K	﹤0.01%	735
2020 Q2	–	Sell	-990	Closed	-$40K	–	2125
2020 Q1	$40K	Buy	+990	New	+$50.5K	﹤0.01%	1176

Other funds holding USRT

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TCOT

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Synovus Financial's USRT Position: Q1 2025 in Review

Synovus Financial sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 5,513 shares — an estimated $316K sold.

Synovus Financial first reported a position in USRT in Q1 2020 and held it in 5 quarters. The position peaked at $339K in Q3 2024. 377 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

Synovus Financial reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
Synovus Financial sold 5,513 iShares Core US REIT ETF shares in Q1 2025, an estimated $316K.
Synovus Financial first reported a position in iShares Core US REIT ETF in Q1 2020 and held it in 5 quarters.
Synovus Financial's iShares Core US REIT ETF position peaked at $339K in Q3 2024.
377 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on Synovus Financial's 13F filing for Q1 2025, filed 14 May 2025.