Beam Wealth Advisors
USRT icon

Beam Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Beam Wealth 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
2026
Q3 		– Sell
-10,888
Closed -$724K – 125
2026
Q2 		$724K Buy
10,888
+488
+5% +$31.4K 0.16% 92
2026
Q1 		$616K Buy
10,400
+160
+2% +$9.6K 0.15% 91
2025
Q4 		$583K Sell
10,240
-562
-5% -$32.5K 0.16% 88
2025
Q3 		$634K Buy
10,802
+93
+0.9% +$5.34K 0.17% 88
2025
Q2 		$606K Buy
10,709
+507
+5% +$28.4K 0.18% 87
2025
Q1 		$588K Sell
10,202
-745
-7% -$43.1K 0.2% 85
2024
Q4 		$627K Sell
10,947
-441
-4% -$26.5K 0.2% 82
2024
Q3 		$701K Buy
11,388
+28
+0.2% +$1.64K 0.21% 80
2024
Q2 		$608K Sell
11,360
-535
-4% -$27.8K 0.2% 77
2024
Q1 		$640K Buy
11,895
+1,005
+9% +$53.2K 0.38% 49
2023
Q4 		$591K Sell
10,890
-2,719
-20% -$133K 0.37% 51
2023
Q3 		$642K Sell
13,609
-686
-5% -$35.1K 0.46% 49
2023
Q2 		$735K Sell
14,295
-404
-3% -$20.2K 0.51% 40
2023
Q1 		$741K Sell
14,699
-75
-0.5% -$3.88K 0.74% 42
2022
Q4 		$731K Buy
14,774
+720
+5% +$35.7K 0.76% 42
2022
Q3 		$668K Sell
14,054
-612
-4% -$33.7K 0.74% 46
2022
Q2 		$783K Buy
14,666
+701
+5% +$41.2K 0.87% 39
2022
Q1 		$903K Buy
13,965
+421
+3% +$26.4K 1.04% 32
2021
Q4 		$915K Buy
13,544
+295
+2% +$18.8K 1.05% 34
2021
Q3 		$777K Buy
13,249
+664
+5% +$40.4K 0.67% 48
2021
Q2 		$734K Sell
12,585
-788
-6% -$44.7K 0.63% 50
2021
Q1 		$701K Buy
13,373
+123
+0.9% +$6.19K 0.62% 58
2020
Q4 		$641K Buy
13,250
+1,315
+11% +$61.3K 0.6% 58
2020
Q3 		$522K Buy
11,935
+1,411
+13% +$62.9K 0.49% 65
2020
Q2 		$466K Buy
10,524
+670
+7% +$28.1K 0.47% 65
2020
Q1 		$386K Buy
9,854
+1,606
+19% +$82K 0.38% 81
2019
Q4 		$450K Buy
+8,248
New +$454K 0.42% 74

Other funds holding USRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

Beam Wealth Advisors's USRT Position: Q3 2026 in Review

Beam Wealth Advisors sold out of iShares Core US REIT ETF (USRT) in Q3 2026, closing a stake of 10,888 shares — an estimated $724K sold.

Beam Wealth Advisors first reported a position in USRT in Q4 2019 and held it in 27 quarters. The position peaked at $915K in Q4 2021. 416 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Beam Wealth Advisors reported no remaining iShares Core US REIT ETF position as of Q3 2026 after selling out during the quarter.
  • Beam Wealth Advisors sold 10,888 iShares Core US REIT ETF shares in Q3 2026, an estimated $724K.
  • Beam Wealth Advisors first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 27 quarters.
  • Beam Wealth Advisors's iShares Core US REIT ETF position peaked at $915K in Q4 2021.
  • 416 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.