CJ
USRT icon

Caitlin John’s iShares Core US REIT ETF USRT Stock Holding History

Caitlin John’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 		$9.24K Buy
+139
New +$8.96K 0.01% 611
2024
Q4 		– Sell
-95
Closed -$5.75K – 885
2024
Q3 		$5.75K Buy
+95
New +$5.55K ﹤0.01% 548

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Caitlin John's USRT Position: Q2 2026 in Review

Caitlin John opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 139 shares worth $9.24K. The stake represents 0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Caitlin John previously reported a position in USRT as recently as Q3 2024.

Caitlin John first reported a position in USRT in Q3 2024 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Caitlin John held 139 shares of iShares Core US REIT ETF worth $9.24K as of Q2 2026.
  • iShares Core US REIT ETF was a new Caitlin John position in Q2 2026.
  • iShares Core US REIT ETF made up 0.01% of Caitlin John's portfolio in Q2 2026, its #611 holding.
  • Caitlin John first reported a position in iShares Core US REIT ETF in Q3 2024 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.