1832 Asset Management
USRT icon

1832 Asset Management’s iShares Core US REIT ETF USRT Stock Holding History

1832 Asset Management’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 		$611K Sell
10,316
-1,442
-12% -$86.6K ﹤0.01% 571
2025
Q4 		$670K Buy
11,758
+2,794
+31% +$162K ﹤0.01% 598
2025
Q3 		$526K Buy
8,964
+1,538
+21% +$88.3K ﹤0.01% 609
2025
Q2 		$420K Buy
7,426
+1,250
+20% +$70.1K ﹤0.01% 617
2025
Q1 		$356K Buy
6,176
+279
+5% +$16.2K ﹤0.01% 626
2024
Q4 		$338K Buy
+5,897
New +$355K ﹤0.01% 626

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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
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
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
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

1832 Asset Management's USRT Position: Q1 2026 in Review

1832 Asset Management reduced its iShares Core US REIT ETF (USRT) stake by 12% in Q1 2026, selling an estimated $86.6K and leaving 10,316 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

1832 Asset Management first reported a position in USRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $670K in Q4 2025. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • 1832 Asset Management held 10,316 shares of iShares Core US REIT ETF worth $611K as of Q1 2026.
  • 1832 Asset Management sold 1,442 iShares Core US REIT ETF shares in Q1 2026, an estimated $86.6K.
  • iShares Core US REIT ETF made up ﹤0.01% of 1832 Asset Management's portfolio in Q1 2026, its #571 holding.
  • 1832 Asset Management first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 6 quarters since.
  • 1832 Asset Management's iShares Core US REIT ETF position peaked at $670K in Q4 2025.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.