Ashton Thomas Securities
USRT icon

Ashton Thomas Securities’s iShares Core US REIT ETF USRT Stock Holding History

Ashton Thomas Securities’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 		$2.22M Buy
+36,046
New +$2.39M 0.24% 92
2026
Q2 		– Sell
-35,423
Closed -$2.1M – 499
2026
Q1 		$2.1M Buy
+35,423
New +$2.13M 0.26% 99

Other funds holding USRT

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Ashton Thomas Securities's USRT Position: Q3 2026 in Review

Ashton Thomas Securities opened a new position in iShares Core US REIT ETF (USRT) in Q3 2026: 36,046 shares worth $2.22M. The stake represents 0.24% of the portfolio and ranks #92 among its holdings. This is a return to the name: Ashton Thomas Securities previously reported a position in USRT as recently as Q1 2026.

Ashton Thomas Securities first reported a position in USRT in Q1 2026 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Ashton Thomas Securities held 36,046 shares of iShares Core US REIT ETF worth $2.22M as of Q3 2026.
  • iShares Core US REIT ETF was a new Ashton Thomas Securities position in Q3 2026.
  • iShares Core US REIT ETF made up 0.24% of Ashton Thomas Securities's portfolio in Q3 2026, its #92 holding.
  • Ashton Thomas Securities first reported a position in iShares Core US REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.