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Aznar Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Aznar Financial Advisors’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
2025
Q4 		$205K Buy
+3,599
New +$208K 0.2% 31

Other funds holding USRT

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Aznar Financial Advisors's USRT Position: Q4 2025 in Review

Aznar Financial Advisors opened a new position in iShares Core US REIT ETF (USRT) in Q4 2025: 3,599 shares worth $205K. The stake represents 0.2% of the portfolio and ranks #31 among its holdings.

393 funds tracked by Wall St. Rank hold USRT as of Q4 2025.

  • Aznar Financial Advisors held 3,599 shares of iShares Core US REIT ETF worth $205K as of Q4 2025.
  • iShares Core US REIT ETF was a new Aznar Financial Advisors position in Q4 2025.
  • iShares Core US REIT ETF made up 0.2% of Aznar Financial Advisors's portfolio in Q4 2025, its #31 holding.
  • 393 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2025.

Based on Aznar Financial Advisors's 13F filing for Q4 2025, filed 19 Feb 2026.