TKP
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Tallon Kerry Patrick’s iShares Core US REIT ETF USRT Stock Holding History

Tallon Kerry Patrick’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
Q4 		$1.78M Buy
+31,274
New +$1.88M 1.71% 20

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Tallon Kerry Patrick's USRT Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in iShares Core US REIT ETF (USRT) in Q4 2024: 31,274 shares worth $1.78M. The stake represents 1.71% of the portfolio and ranks #20 among its holdings.

373 funds tracked by Wall St. Rank hold USRT as of Q4 2024.

  • Tallon Kerry Patrick held 31,274 shares of iShares Core US REIT ETF worth $1.78M as of Q4 2024.
  • iShares Core US REIT ETF was a new Tallon Kerry Patrick position in Q4 2024.
  • iShares Core US REIT ETF made up 1.71% of Tallon Kerry Patrick's portfolio in Q4 2024, its #20 holding.
  • 373 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.