Alpha Financial Partners’s iShares Core US REIT ETF USRT Stock Holding History

Alpha Financial Partners’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 Q2	$2.03M	Sell	30,563 -155	-0.5%	-$9.99K	1.07%	15
2026 Q1	$1.82M	Buy	30,718 +1,377	+5%	+$82.7K	1.08%	18
2025 Q4	$1.67M	Buy	29,341 +20,467	+231%	+$1.19M	1.02%	17
2025 Q3	$521K	Buy	8,874 +2,187	+33%	+$126K	0.34%	46
2025 Q2	$378K	Buy	+6,687	New	+$375K	0.27%	55
2023 Q4	–	Sell	-11,719	Closed	-$553K	–	93
2023 Q3	$553K	Sell	11,719 -640	-5%	-$32.8K	0.64%	30
2023 Q2	$635K	Sell	12,359 -4,792	-28%	-$240K	0.68%	29
2023 Q1	$864K	Sell	17,151 -3,817	-18%	-$198K	0.97%	20
2022 Q4	$1.04M	Buy	+20,968	New	+$1.04M	1.26%	17

Other funds holding USRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Alpha Financial Partners's USRT Position: Q2 2026 in Review

Alpha Financial Partners reduced its iShares Core US REIT ETF (USRT) stake by 0.5% in Q2 2026, selling an estimated $9.99K and leaving 30,563 shares worth $2.03M. The position accounts for 1.07% of the portfolio, ranked #15.

Alpha Financial Partners first reported a position in USRT in Q4 2022 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Alpha Financial Partners held 30,563 shares of iShares Core US REIT ETF worth $2.03M as of Q2 2026.
Alpha Financial Partners sold 155 iShares Core US REIT ETF shares in Q2 2026, an estimated $9.99K.
iShares Core US REIT ETF made up 1.07% of Alpha Financial Partners's portfolio in Q2 2026, its #15 holding.
Alpha Financial Partners first reported a position in iShares Core US REIT ETF in Q4 2022 and has held it in 9 quarters since.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.