BJL
USRT icon

Brighton Jones LLC’s iShares Core US REIT ETF USRT Stock Holding History

Brighton Jones LLC’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
Q1 		$657K Buy
+11,097
New +$667K 0.01% 587
2025
Q4 		– Sell
-11,052
Closed -$649K – 903
2025
Q3 		$649K Sell
11,052
-43
-0.4% -$2.47K 0.02% 540
2025
Q2 		$628K Buy
11,095
+43
+0.4% +$2.41K 0.02% 461
2025
Q1 		$637K Sell
11,052
-466
-4% -$27K 0.02% 332
2024
Q4 		$660K Buy
+11,518
New +$693K 0.02% 334

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Brighton Jones LLC's USRT Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in iShares Core US REIT ETF (USRT) in Q1 2026: 11,097 shares worth $657K. The stake represents 0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in USRT as recently as Q3 2025.

Brighton Jones LLC first reported a position in USRT in Q4 2024 and has held it in 5 quarters since. The position peaked at $660K in Q4 2024. 403 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Brighton Jones LLC held 11,097 shares of iShares Core US REIT ETF worth $657K as of Q1 2026.
  • iShares Core US REIT ETF was a new Brighton Jones LLC position in Q1 2026.
  • iShares Core US REIT ETF made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #587 holding.
  • Brighton Jones LLC first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 5 quarters since.
  • Brighton Jones LLC's iShares Core US REIT ETF position peaked at $660K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.