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Atomi Financial Group’s iShares Core US REIT ETF USRT Stock Holding History

Atomi Financial Group’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 		$9.17M Sell
137,999
-3,709
-3% -$239K 0.24% 86
2026
Q1 		$8.39M Buy
141,708
+602
+0.4% +$36.2K 0.26% 75
2025
Q4 		$8.04M Sell
141,106
-11,485
-8% -$665K 0.24% 78
2025
Q3 		$8.96M Buy
152,591
+7,131
+5% +$409K 0.29% 64
2025
Q2 		$8.23M Buy
145,460
+388
+0.3% +$21.7K 0.31% 62
2025
Q1 		$8.36M Buy
145,072
+11,231
+8% +$650K 0.38% 52
2024
Q4 		$7.67M Buy
133,841
+874
+0.7% +$52.6K 0.39% 50
2024
Q3 		$8.19M Buy
132,967
+23,309
+21% +$1.36M 0.51% 37
2024
Q2 		$5.87M Buy
109,658
+65,926
+151% +$3.42M 0.43% 46
2024
Q1 		$2.35M Buy
43,732
+5,298
+14% +$281K 0.22% 100
2023
Q4 		$2.09M Buy
+38,434
New +$1.88M 0.29% 71

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

Atomi Financial Group's USRT Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares Core US REIT ETF (USRT) stake by 2.6% in Q2 2026, selling an estimated $239K and leaving 137,999 shares worth $9.17M. The position accounts for 0.24% of the portfolio, ranked #86.

Atomi Financial Group first reported a position in USRT in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Atomi Financial Group held 137,999 shares of iShares Core US REIT ETF worth $9.17M as of Q2 2026.
  • Atomi Financial Group sold 3,709 iShares Core US REIT ETF shares in Q2 2026, an estimated $239K.
  • iShares Core US REIT ETF made up 0.24% of Atomi Financial Group's portfolio in Q2 2026, its #86 holding.
  • Atomi Financial Group first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.