Apollon Wealth Management
USRT icon

Apollon Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Apollon Wealth Management’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
Q3 		$62.5M Buy
1,014,456
+173,334
+21% +$11.5M 0.72% 29
2026
Q2 		$55.9M Buy
841,122
+264,913
+46% +$17.1M 0.68% 30
2026
Q1 		$34.1M Buy
576,209
+38,281
+7% +$2.3M 0.55% 38
2025
Q4 		$30.6M Buy
537,928
+19,119
+4% +$1.11M 0.53% 34
2025
Q3 		$30.5M Buy
518,809
+7,720
+2% +$443K 0.54% 37
2025
Q2 		$28.9M Sell
511,089
-67,459
-12% -$3.78M 0.57% 34
2025
Q1 		$33.3M Buy
578,548
+457,121
+376% +$26.5M 0.73% 28
2024
Q4 		$6.96M Buy
121,427
+106,398
+708% +$6.4M 0.16% 115
2024
Q3 		$925K Sell
15,029
-216
-1% -$12.6K 0.03% 518
2024
Q2 		$816K Sell
15,245
-698
-4% -$36.2K 0.02% 526
2024
Q1 		$858K Sell
15,943
-396
-2% -$21K 0.03% 516
2023
Q4 		$887K Sell
16,339
-459
-3% -$22.4K 0.03% 488
2023
Q3 		$793K Sell
16,798
-1,035
-6% -$53K 0.04% 426
2023
Q2 		$917K Buy
17,833
+286
+2% +$14.3K 0.04% 414
2023
Q1 		$884K Sell
17,547
-1,423
-8% -$73.7K 0.05% 365
2022
Q4 		$938K Sell
18,970
-2,916
-13% -$145K 0.07% 319
2022
Q3 		$1.04M Sell
21,886
-211
-1% -$11.6K 0.09% 237
2022
Q2 		$1.18M Sell
22,097
-2,458
-10% -$145K 0.1% 227
2022
Q1 		$1.59M Sell
24,555
-3,152
-11% -$198K 0.11% 191
2021
Q4 		$1.87M Sell
27,707
-368
-1% -$23.4K 0.14% 164
2021
Q3 		$1.65M Sell
28,075
-137
-0.5% -$8.33K 0.23% 88
2021
Q2 		$1.65M Sell
28,212
-2,553
-8% -$145K 0.29% 61
2021
Q1 		$1.61M Buy
30,765
+8,070
+36% +$406K 0.31% 62
2020
Q4 		$1.1M Sell
22,695
-7,708
-25% -$359K 0.3% 73
2020
Q3 		$1.33M Sell
30,403
-323
-1% -$14.4K 0.6% 32
2020
Q2 		$1.34M Sell
30,726
-258
-0.8% -$10.8K 0.74% 29
2020
Q1 		$1.21M Buy
+30,984
New +$1.58M 1.25% 25

Other funds holding USRT

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Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
S.R. Schill & Associates
S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Apollon Wealth Management's USRT Position: Q3 2026 in Review

Apollon Wealth Management increased its iShares Core US REIT ETF (USRT) stake by 21% in Q3 2026, buying an estimated $11.5M and bringing the position to 1,014,456 shares worth $62.5M. The position accounts for 0.72% of the portfolio, ranked #29.

Apollon Wealth Management first reported a position in USRT in Q1 2020 and has held it in 27 quarters since. 137 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Apollon Wealth Management held 1,014,456 shares of iShares Core US REIT ETF worth $62.5M as of Q3 2026.
  • Apollon Wealth Management bought 173,334 iShares Core US REIT ETF shares in Q3 2026, an estimated $11.5M.
  • iShares Core US REIT ETF made up 0.72% of Apollon Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Apollon Wealth Management first reported a position in iShares Core US REIT ETF in Q1 2020 and has held it in 27 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.