Cambridge Capital Management’s iShares Core US REIT ETF USRT Stock Holding History

Cambridge Capital 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	$7.83M	Buy	+127,094	New	+$8.42M	2.96%	11

Other funds holding USRT

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Cambridge Capital Management's USRT Position: Q3 2026 in Review

Cambridge Capital Management opened a new position in iShares Core US REIT ETF (USRT) in Q3 2026: 127,094 shares worth $7.83M. The stake represents 2.96% of the portfolio and ranks #11 among its holdings.

268 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Cambridge Capital Management held 127,094 shares of iShares Core US REIT ETF worth $7.83M as of Q3 2026.
iShares Core US REIT ETF was a new Cambridge Capital Management position in Q3 2026.
iShares Core US REIT ETF made up 2.96% of Cambridge Capital Management's portfolio in Q3 2026, its #11 holding.
268 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Cambridge Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.