Washington Trust’s iShares Core US REIT ETF USRT Stock Holding History

Washington Trust’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 Q2	–	Sell	-24	Closed	-$1.38K	–	695
2025 Q1	$1.38K	Hold	24	–	–	﹤0.01%	736
2024 Q4	$1.38K	Sell	24 -21	-47%	-$1.26K	﹤0.01%	823
2024 Q3	$2.77K	Buy	+45	New	+$2.63K	﹤0.01%	785
2023 Q4	–	Sell	-13,050	Closed	-$616K	–	955
2023 Q3	$616K	Hold	13,050	–	–	0.03%	157
2023 Q2	$671K	Hold	13,050	–	–	0.03%	159
2023 Q1	$658K	Hold	13,050	–	–	0.03%	160
2022 Q4	$645K	Buy	13,050 +12,930	+10,775%	+$641K	0.03%	164
2022 Q3	$6K	Hold	120	–	–	﹤0.01%	703
2022 Q2	$6K	Hold	120	–	–	﹤0.01%	702
2022 Q1	$8K	Hold	120	–	–	﹤0.01%	699
2021 Q4	$8K	Hold	120	–	–	﹤0.01%	700
2021 Q3	$7K	Hold	120	–	–	﹤0.01%	826
2021 Q2	$7K	Buy	+120	New	+$6.81K	﹤0.01%	831

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HFS

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

DCM

Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Washington Trust's USRT Position: Q2 2025 in Review

Washington Trust sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 24 shares — an estimated $1.38K sold.

Washington Trust first reported a position in USRT in Q2 2021 and held it in 13 quarters. The position peaked at $671K in Q2 2023. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

Washington Trust reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 24 iShares Core US REIT ETF shares in Q2 2025, an estimated $1.38K.
Washington Trust first reported a position in iShares Core US REIT ETF in Q2 2021 and held it in 13 quarters.
Washington Trust's iShares Core US REIT ETF position peaked at $671K in Q2 2023.
366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.