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USRT icon

Transce3nd’s iShares Core US REIT ETF USRT Stock Holding History

Transce3nd’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
-194
Closed -$11K – 1097
2025
Q2 		$11K Hold
194
– – ﹤0.01% 551
2025
Q1 		$11.2K Hold
194
– – 0.01% 540
2024
Q4 		$11.1K Buy
+194
New +$11.7K ﹤0.01% 725

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

Transce3nd's USRT Position: Q3 2025 in Review

Transce3nd sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 194 shares — an estimated $11K sold.

Transce3nd first reported a position in USRT in Q4 2024 and held it in 3 quarters. The position peaked at $11.2K in Q1 2025. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

  • Transce3nd reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 194 iShares Core US REIT ETF shares in Q3 2025, an estimated $11K.
  • Transce3nd first reported a position in iShares Core US REIT ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's iShares Core US REIT ETF position peaked at $11.2K in Q1 2025.
  • 359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.