AC
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AlphaCore Capital’s iShares Core US REIT ETF USRT Stock Holding History

AlphaCore Capital’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 		$181K Hold
2,726
– – ﹤0.01% 1125
2026
Q1 		$161K Sell
2,726
-29
-1% -$1.74K ﹤0.01% 871
2025
Q4 		$157K Hold
2,755
– – ﹤0.01% 1029
2025
Q3 		$162K Buy
2,755
+29
+1% +$1.67K 0.01% 746
2025
Q2 		$154K Buy
2,726
+2,686
+6,715% +$151K 0.01% 637
2025
Q1 		$2.3K Buy
+40
New +$2.32K ﹤0.01% 741
2023
Q4 		– Sell
-348
Closed -$16.6K – 412
2023
Q3 		$16.6K Buy
+348
New +$17.8K ﹤0.01% 311

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

AlphaCore Capital's USRT Position: Q2 2026 in Review

AlphaCore Capital held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 2,726 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

AlphaCore Capital first reported a position in USRT in Q3 2023 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • AlphaCore Capital held 2,726 shares of iShares Core US REIT ETF worth $181K as of Q2 2026.
  • AlphaCore Capital left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1125 holding.
  • AlphaCore Capital first reported a position in iShares Core US REIT ETF in Q3 2023 and has held it in 7 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.