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TWC
TD Waterhouse Canada’s
iShares Core US REIT ETF
USRT
Stock Holding History
TD Waterhouse Canada’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
2026
Q1
$1.73M
Buy
28,994
+185
+0.6%
+$11.1K
0.01%
588
2025
Q4
$1.64M
Hold
28,809
–
–
0.01%
490
2025
Q3
$1.69M
Hold
28,809
–
–
0.01%
476
2025
Q2
$1.64M
Hold
28,809
–
–
0.01%
459
2025
Q1
$1.66M
Buy
28,809
+128
+0.4%
+$7.41K
0.01%
440
2024
Q4
$1.64M
Buy
28,681
+1,531
+6%
+$92.1K
0.01%
428
2024
Q3
$1.66M
Hold
27,150
–
–
0.01%
424
2024
Q2
$1.44M
Hold
27,150
–
–
0.01%
420
2024
Q1
$1.42M
Hold
27,150
–
–
0.01%
440
2023
Q4
$1.45M
Buy
27,150
+6,875
+34%
+$336K
0.01%
368
2023
Q3
$938K
Hold
20,275
–
–
0.01%
412
2023
Q2
$1.05M
Hold
20,275
–
–
0.01%
406
2023
Q1
$1.01M
Buy
20,275
+4,600
+29%
+$238K
0.01%
410
2022
Q4
$773K
Buy
+15,675
New
+$777K
0.01%
448
2022
Q2
–
Sell
-1,545
Closed
-$128K
–
1827
2022
Q1
$128K
Hold
1,545
–
–
﹤0.01%
802
2021
Q4
$132K
Buy
+1,545
New
+$98.3K
﹤0.01%
823
Other funds holding USRT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
GT
Glenmede Trust
Philadelphia, Pennsylvania
$20.4B AUM
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
RIM
Rakuten Investment Management
Tokyo, Japan
$49.2B AUM
TCOT
Trust Company of Tennessee
Knoxville, Tennessee
$537M AUM
13.53%
1-Year Est. Return
SC
Savant Capital
Rockford, Illinois
$20.7B AUM
19.76%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
DCM
Disciplina Capital Management
Nashville, Tennessee
$944M AUM
10.02%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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