1IA
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1834 Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

1834 Investment Advisors’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 		$881K Hold
14,878
– – 0.11% 123
2025
Q4 		$847K Hold
14,878
– – 0.11% 124
2025
Q3 		$874K Hold
14,878
– – 0.11% 122
2025
Q2 		$842K Hold
14,878
– – 0.11% 125
2025
Q1 		$857K Hold
14,878
– – 0.11% 122
2024
Q4 		$853K Hold
14,878
– – 0.11% 124
2024
Q3 		$916K Hold
14,878
– – 0.11% 129
2024
Q2 		$797K Sell
14,878
-1,934
-12% -$100K 0.1% 133
2024
Q1 		$904K Hold
16,812
– – 0.11% 123
2023
Q4 		$913K Hold
16,812
– – 0.11% 122
2023
Q3 		$793K Sell
16,812
-103
-0.6% -$5.27K 0.1% 134
2023
Q2 		$870K Sell
16,915
-207
-1% -$10.4K 0.1% 133
2023
Q1 		$863K Sell
17,122
-3,247
-16% -$168K 0.1% 135
2022
Q4 		$1.01M Sell
20,369
-2,596
-11% -$129K 0.14% 98
2022
Q3 		$1.09M Hold
22,965
– – 0.16% 87
2022
Q2 		$1.23M Sell
22,965
-921
-4% -$54.2K 0.17% 86
2022
Q1 		$1.54M Hold
23,886
– – 0.19% 87
2021
Q4 		$1.61M Hold
23,886
– – 0.18% 84
2021
Q3 		$1.4M Buy
23,886
+496
+2% +$30.2K 0.17% 90
2021
Q2 		$1.36M Buy
23,390
+4,599
+24% +$261K 0.17% 93
2021
Q1 		$985K Sell
18,791
-1,640
-8% -$82.5K 0.13% 96
2020
Q4 		$989K Hold
20,431
– – 0.13% 91
2020
Q3 		$894K Hold
20,431
– – 0.13% 90
2020
Q2 		$888K Buy
20,431
+1,303
+7% +$54.7K 0.14% 90
2020
Q1 		$749K Hold
19,128
– – 0.14% 91
2019
Q4 		$1.04M Hold
19,128
– – 0.16% 92
2019
Q3 		$1.06M Sell
19,128
-670
-3% -$36K 0.15% 95
2019
Q2 		$1.03M Hold
19,798
– – 0.16% 92
2019
Q1 		$1.02M Hold
19,798
– – 0.16% 94
2018
Q4 		$888K Hold
19,798
– – 0.15% 97
2018
Q3 		$958K Hold
19,798
– – 0.14% 101
2018
Q2 		$973K Buy
19,798
+590
+3% +$27.5K 0.15% 97
2018
Q1 		$866K Buy
19,208
+1,460
+8% +$66.8K 0.15% 100
2017
Q4 		$880K Sell
17,748
-530
-3% -$26.4K 0.14% 105
2017
Q3 		$900K Buy
18,278
+520
+3% +$25.7K 0.17% 93
2017
Q2 		$874K Buy
17,758
+161
+0.9% +$7.94K 0.16% 95
2017
Q1 		$861K Hold
17,597
– – 0.17% 97
2016
Q4 		$858K Buy
17,597
+810
+5% +$38.7K 0.17% 97
2016
Q3 		$851K Buy
16,787
+215
+1% +$11.2K 0.18% 93
2016
Q2 		$856K Hold
16,572
– – 0.19% 102
2016
Q1 		$812K Hold
16,572
– – 0.19% 100
2015
Q4 		$784K Hold
16,572
– – 0.18% 99
2015
Q3 		$727K Hold
16,572
– – 0.18% 106
2015
Q2 		$720K Hold
16,572
– – 0.2% 93
2015
Q1 		$805K Hold
16,572
– – 0.22% 92
2014
Q4 		$783K Buy
16,572
+550
+3% +$25.2K 0.22% 90
2014
Q3 		$677K Buy
16,022
+1,150
+8% +$50.7K 0.19% 97
2014
Q2 		$649K Buy
+14,872
New +$636K 0.18% 101

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

1834 Investment Advisors's USRT Position: Q1 2026 in Review

1834 Investment Advisors held its iShares Core US REIT ETF (USRT) position steady in Q1 2026 at 14,878 shares worth $881K. The position accounts for 0.11% of the portfolio, ranked #123.

1834 Investment Advisors first reported a position in USRT in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.61M in Q4 2021. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • 1834 Investment Advisors held 14,878 shares of iShares Core US REIT ETF worth $881K as of Q1 2026.
  • 1834 Investment Advisors left its iShares Core US REIT ETF share count unchanged in Q1 2026.
  • iShares Core US REIT ETF made up 0.11% of 1834 Investment Advisors's portfolio in Q1 2026, its #123 holding.
  • 1834 Investment Advisors first reported a position in iShares Core US REIT ETF in Q2 2014 and has held it in 48 quarters since.
  • 1834 Investment Advisors's iShares Core US REIT ETF position peaked at $1.61M in Q4 2021.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.