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
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 – 414
2023
Q3 		$16.6K Buy
+348
New +$17.8K ﹤0.01% 311

Other funds holding USRT

BlackRock
BlackRock New York $5.7T 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 $70.5B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return