Biltmore Wealth Management
USRT icon

Biltmore Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Biltmore Wealth Management’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 		$14.5M Buy
235,252
+8,704
+4% +$577K 4.49% 8
2026
Q2 		$15.1M Buy
226,548
+3,256
+1% +$210K 4.7% 8
2026
Q1 		$13.2M Buy
223,292
+8,779
+4% +$527K 4.7% 9
2025
Q4 		$12.2M Buy
214,513
+5,187
+2% +$300K 4.61% 8
2025
Q3 		$12.3M Buy
209,326
+10,537
+5% +$605K 4.69% 8
2025
Q2 		$11.2M Buy
198,789
+3,451
+2% +$193K 4.55% 8
2025
Q1 		$11.3M Buy
195,338
+214
+0.1% +$12.4K 4.75% 8
2024
Q4 		$11.2M Buy
195,124
+1,558
+0.8% +$93.7K 4.66% 8
2024
Q3 		$11.9M Buy
193,566
+38,296
+25% +$2.24M 4.9% 8
2024
Q2 		$8.32M Buy
155,270
+56,371
+57% +$2.92M 3.6% 11
2024
Q1 		$5.37M Hold
98,899
– – 2.55% 13
2023
Q4 		$5.37M Sell
98,899
-88,328
-47% -$4.32M 2.55% 13
2023
Q3 		$8.83M Buy
187,227
+12,438
+7% +$636K 4.27% 10
2023
Q2 		$8.99M Buy
174,789
+3,158
+2% +$158K 3.81% 12
2023
Q1 		$8.65M Buy
171,631
+8,341
+5% +$432K 3.49% 10
2022
Q4 		$8.07M Buy
163,290
+8,087
+5% +$401K 3.48% 13
2022
Q3 		$7.37M Sell
155,203
-26
-0% -$1.43K 3.39% 12
2022
Q2 		$8.29M Sell
155,229
-3,170
-2% -$186K 3.65% 11
2022
Q1 		$10.2M Sell
158,399
-456
-0.3% -$28.6K 3.98% 10
2021
Q4 		$10.7M Sell
158,855
-2,683
-2% -$171K 4.04% 9
2021
Q3 		$9.47M Sell
161,538
-7,453
-4% -$453K 3.79% 9
2021
Q2 		$9.9M Buy
168,991
+373
+0.2% +$21.2K 4.02% 7
2021
Q1 		$8.84M Buy
168,618
+49,300
+41% +$2.48M 3.84% 7
2020
Q4 		$5.78M Buy
119,318
+2,157
+2% +$101K 2.98% 10
2020
Q3 		$5.09M Buy
117,161
+1,540
+1% +$68.7K 2.95% 11
2020
Q2 		$4.53M Buy
115,621
+60,342
+109% +$2.53M 2.92% 9
2020
Q1 		$3.02M Hold
55,279
– – 1.44% 13
2019
Q4 		$3.02M Buy
+55,279
New +$3.04M 1.44% 13

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Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
S.R. Schill & Associates
S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Biltmore Wealth Management's USRT Position: Q3 2026 in Review

Biltmore Wealth Management increased its iShares Core US REIT ETF (USRT) stake by 3.8% in Q3 2026, buying an estimated $577K and bringing the position to 235,252 shares worth $14.5M. The position accounts for 4.49% of the portfolio, ranked #8.

Biltmore Wealth Management first reported a position in USRT in Q4 2019 and has held it in 28 quarters since. The position peaked at $15.1M in Q2 2026. 110 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Biltmore Wealth Management held 235,252 shares of iShares Core US REIT ETF worth $14.5M as of Q3 2026.
  • Biltmore Wealth Management bought 8,704 iShares Core US REIT ETF shares in Q3 2026, an estimated $577K.
  • iShares Core US REIT ETF made up 4.49% of Biltmore Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Biltmore Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2019 and has held it in 28 quarters since.
  • Biltmore Wealth Management's iShares Core US REIT ETF position peaked at $15.1M in Q2 2026.
  • 110 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Biltmore Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.