Advisory Services Network’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $171K | Buy |
+2,893
| New | +$174K | ﹤0.01% | 1902 |
|
|
2025
Q4 | – | Sell |
-3,023
| Closed | -$178K | – | 4131 |
|
|
2025
Q3 | $178K | Sell |
3,023
-1,477
| -33% | -$84.8K | ﹤0.01% | 1753 |
|
|
2025
Q2 | $252K | Sell |
4,500
-548
| -11% | -$30.7K | ﹤0.01% | 1522 |
|
|
2025
Q1 | $291K | Sell |
5,048
-1,412
| -22% | -$81.8K | 0.01% | 1320 |
|
|
2024
Q4 | $370K | Sell |
6,460
-1,927
| -23% | -$116K | 0.01% | 1184 |
|
|
2024
Q3 | $449K | Hold |
8,387
| – | – | 0.01% | 1038 |
|
|
2024
Q2 | $449K | Buy |
8,387
+853
| +11% | +$44.3K | 0.01% | 1038 |
|
|
2024
Q1 | $405K | Sell |
7,534
-20,067
| -73% | -$1.06M | 0.01% | 1032 |
|
|
2023
Q4 | $1.5M | Buy |
27,601
+929
| +3% | +$45.4K | 0.04% | 507 |
|
|
2023
Q3 | $1.26M | Buy |
26,672
+3,188
| +14% | +$163K | 0.03% | 557 |
|
|
2023
Q2 | $1.21M | Buy |
23,484
+13,645
| +139% | +$683K | 0.03% | 558 |
|
|
2023
Q1 | $496K | Buy |
9,839
+641
| +7% | +$33.2K | 0.01% | 910 |
|
|
2022
Q4 | $455K | Sell |
9,198
-965
| -9% | -$47.8K | 0.01% | 904 |
|
|
2022
Q3 | $483K | Sell |
10,163
-195
| -2% | -$10.7K | 0.02% | 821 |
|
|
2022
Q2 | $553K | Buy |
10,358
+7
| +0.1% | +$412 | 0.02% | 792 |
|
|
2022
Q1 | $669K | Buy |
10,351
+123
| +1% | +$7.72K | 0.02% | 787 |
|
|
2021
Q4 | $691K | Buy |
10,228
+375
| +4% | +$23.9K | 0.02% | 756 |
|
|
2021
Q3 | $578K | Buy |
9,853
+3,154
| +47% | +$192K | 0.02% | 815 |
|
|
2021
Q2 | $391K | Buy |
6,699
+767
| +13% | +$43.5K | 0.01% | 974 |
|
|
2021
Q1 | $311K | Buy |
5,932
+3,204
| +117% | +$161K | 0.01% | 1009 |
|
|
2020
Q4 | $132K | Sell |
2,728
-1,060
| -28% | -$49.4K | 0.01% | 1211 |
|
|
2020
Q3 | $166K | Buy |
+3,788
| New | +$169K | 0.01% | 1041 |
|
|
2020
Q2 | – | Sell |
-2,765
| Closed | -$108K | – | 2655 |
|
|
2020
Q1 | $108K | Sell |
2,765
-11,529
| -81% | -$589K | 0.01% | 1037 |
|
|
2019
Q4 | $780K | Sell |
14,294
-8,836
| -38% | -$486K | 0.04% | 492 |
|
|
2019
Q3 | $1.2M | Hold |
23,130
| – | – | 0.07% | 335 |
|
|
2019
Q2 | $1.2M | Buy |
23,130
+310
| +1% | +$16.1K | 0.07% | 335 |
|
|
2019
Q1 | $1.18M | Sell |
22,820
-8,708
| -28% | -$432K | 0.08% | 318 |
|
|
2018
Q4 | $1.41M | Buy |
31,528
+29,813
| +1,738% | +$1.41M | 0.12% | 219 |
|
|
2018
Q3 | $83K | Buy |
1,715
+348
| +25% | +$17.3K | 0.01% | 1045 |
|
|
2018
Q2 | $67K | Buy |
1,367
+1,081
| +378% | +$50.4K | 0.01% | 1109 |
|
|
2018
Q1 | $13K | Hold |
286
| – | – | ﹤0.01% | 1806 |
|
|
2017
Q4 | $14K | Sell |
286
-172
| -38% | -$8.55K | ﹤0.01% | 1727 |
|
|
2017
Q3 | $23K | Buy |
+458
| New | +$22.6K | ﹤0.01% | 1361 |
|
Other funds holding USRT
GT
RIM
TCOT
SC
DCM
Advisory Services Network's USRT Position: Q1 2026 in Review
Advisory Services Network opened a new position in iShares Core US REIT ETF (USRT) in Q1 2026: 2,893 shares worth $171K. The stake represents ﹤0.01% of the portfolio and ranks #1902 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in USRT as recently as Q3 2025.
Advisory Services Network first reported a position in USRT in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.5M in Q4 2023. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.
- Advisory Services Network held 2,893 shares of iShares Core US REIT ETF worth $171K as of Q1 2026.
- iShares Core US REIT ETF was a new Advisory Services Network position in Q1 2026.
- iShares Core US REIT ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1902 holding.
- Advisory Services Network first reported a position in iShares Core US REIT ETF in Q3 2017 and has held it in 33 quarters since.
- Advisory Services Network's iShares Core US REIT ETF position peaked at $1.5M in Q4 2023.
- 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.