BMC
USRT icon

Bear Mountain Capital’s iShares Core US REIT ETF USRT Stock Holding History

Bear Mountain Capital’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 		$269 Hold
4
– – ﹤0.01% 183
2026
Q1 		$259 Hold
4
– – ﹤0.01% 168
2025
Q4 		$236 Sell
4
-71
-95% -$4.11K ﹤0.01% 174
2025
Q3 		$4.43K Buy
+75
New +$4.3K ﹤0.01% 130

Other funds holding USRT

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bear Mountain Capital's USRT Position: Q2 2026 in Review

Bear Mountain Capital held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 4 shares worth $269. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Bear Mountain Capital first reported a position in USRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.43K in Q3 2025. 174 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Bear Mountain Capital held 4 shares of iShares Core US REIT ETF worth $269 as of Q2 2026.
  • Bear Mountain Capital left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #183 holding.
  • Bear Mountain Capital first reported a position in iShares Core US REIT ETF in Q3 2025 and has held it in 4 quarters since.
  • Bear Mountain Capital's iShares Core US REIT ETF position peaked at $4.43K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.