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Canandaigua National Bank & Trust’s iShares Core US REIT ETF USRT Stock Holding History

Canandaigua National Bank & Trust’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 		$7.58M Buy
123,095
+7,140
+6% +$473K 0.66% 31
2026
Q2 		$7.71M Buy
+115,955
New +$7.47M 0.65% 34

Other funds holding USRT

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $153M AUM 30.75% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Canandaigua National Bank & Trust's USRT Position: Q3 2026 in Review

Canandaigua National Bank & Trust increased its iShares Core US REIT ETF (USRT) stake by 6.2% in Q3 2026, buying an estimated $473K and bringing the position to 123,095 shares worth $7.58M. The position accounts for 0.66% of the portfolio, ranked #31.

Canandaigua National Bank & Trust first reported a position in USRT in Q2 2026 and has held it in 2 quarters since. The position peaked at $7.71M in Q2 2026. 81 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Canandaigua National Bank & Trust held 123,095 shares of iShares Core US REIT ETF worth $7.58M as of Q3 2026.
  • Canandaigua National Bank & Trust bought 7,140 iShares Core US REIT ETF shares in Q3 2026, an estimated $473K.
  • iShares Core US REIT ETF made up 0.66% of Canandaigua National Bank & Trust's portfolio in Q3 2026, its #31 holding.
  • Canandaigua National Bank & Trust first reported a position in iShares Core US REIT ETF in Q2 2026 and has held it in 2 quarters since.
  • Canandaigua National Bank & Trust's iShares Core US REIT ETF position peaked at $7.71M in Q2 2026.
  • 81 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.