UCB
USRT icon

United Community Bank’s iShares Core US REIT ETF USRT Stock Holding History

United Community Bank’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
-13
Closed -$745 – 512
2024
Q4 		$745 Buy
+13
New +$782 ﹤0.01% 389

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Northwestern Mutual Wealth Management
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TCOT
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

United Community Bank's USRT Position: Q1 2025 in Review

United Community Bank sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 13 shares — an estimated $745 sold.

United Community Bank first reported a position in USRT in Q4 2024 and held it in 1 quarter. The position peaked at $745 in Q4 2024. 375 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

  • United Community Bank reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • United Community Bank sold 13 iShares Core US REIT ETF shares in Q1 2025, an estimated $745.
  • United Community Bank first reported a position in iShares Core US REIT ETF in Q4 2024 and held it in 1 quarter.
  • United Community Bank's iShares Core US REIT ETF position peaked at $745 in Q4 2024.
  • 375 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on United Community Bank's 13F filing for Q1 2025, filed 2 May 2025.