CFS
USRT icon

Cannon Financial Strategists’s iShares Core US REIT ETF USRT Stock Holding History

Cannon Financial Strategists’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 		$14.1M Buy
212,247
+3,209
+2% +$207K 1.61% 14
2026
Q1 		$12.4M Buy
209,038
+4,759
+2% +$286K 1.63% 14
2025
Q4 		$11.6M Buy
204,279
+10,815
+6% +$626K 1.62% 14
2025
Q3 		$11.4M Buy
193,464
+12,029
+7% +$691K 1.63% 14
2025
Q2 		$10.3M Sell
181,435
-910
-0.5% -$51K 1.62% 14
2025
Q1 		$10.5M Buy
182,345
+2,156
+1% +$125K 1.8% 13
2024
Q4 		$10.3M Buy
180,189
+2,073
+1% +$125K 1.77% 14
2024
Q3 		$11M Buy
178,116
+2,209
+1% +$129K 1.92% 12
2024
Q2 		$9.42M Buy
175,907
+9,097
+5% +$472K 1.8% 12
2024
Q1 		$8.97M Buy
166,810
+9,294
+6% +$492K 1.76% 13
2023
Q4 		$8.55M Buy
157,516
+11,012
+8% +$539K 1.83% 13
2023
Q3 		$6.91M Buy
146,504
+9,875
+7% +$505K 1.76% 12
2023
Q2 		$7.02M Buy
136,629
+9,617
+8% +$481K 1.93% 13
2023
Q1 		$6.4M Buy
127,012
+13,070
+11% +$677K 2.17% 12
2022
Q4 		$5.63M Buy
113,942
+9,286
+9% +$460K 2.06% 12
2022
Q3 		$4.97M Buy
104,656
+7,098
+7% +$391K 1.95% 13
2022
Q2 		$5.21M Buy
97,558
+398
+0.4% +$23.4K 2.02% 12
2022
Q1 		$6.28M Sell
97,160
-1,260
-1% -$79.1K 2.27% 12
2021
Q4 		$6.65M Buy
98,420
+1,761
+2% +$112K 2.39% 10
2021
Q3 		$5.67M Buy
96,659
+1,671
+2% +$102K 2.19% 11
2021
Q2 		$5.54M Sell
94,988
-2,039
-2% -$116K 2.2% 12
2021
Q1 		$5.08M Buy
97,027
+8,259
+9% +$416K 2.18% 13
2020
Q4 		$4.3M Buy
88,768
+5,566
+7% +$260K 2.09% 13
2020
Q3 		$3.64M Buy
83,202
+6,274
+8% +$280K 2% 13
2020
Q2 		$3.34M Buy
76,928
+9,216
+14% +$387K 2.02% 14
2020
Q1 		$2.65M Buy
67,712
+9,412
+16% +$481K 1.97% 15
2019
Q4 		$3.18M Buy
58,300
+4,013
+7% +$221K 2.08% 13
2019
Q3 		$3.02M Buy
54,287
+16,797
+45% +$904K 2.31% 13
2019
Q2 		$1.95M Buy
37,490
+2,809
+8% +$146K 1.64% 15
2019
Q1 		$1.79M Buy
+34,681
New +$1.72M 1.61% 14

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Cannon Financial Strategists's USRT Position: Q2 2026 in Review

Cannon Financial Strategists increased its iShares Core US REIT ETF (USRT) stake by 1.5% in Q2 2026, buying an estimated $207K and bringing the position to 212,247 shares worth $14.1M. The position accounts for 1.61% of the portfolio, ranked #14.

Cannon Financial Strategists first reported a position in USRT in Q1 2019 and has held it in 30 quarters since. 272 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Cannon Financial Strategists held 212,247 shares of iShares Core US REIT ETF worth $14.1M as of Q2 2026.
  • Cannon Financial Strategists bought 3,209 iShares Core US REIT ETF shares in Q2 2026, an estimated $207K.
  • iShares Core US REIT ETF made up 1.61% of Cannon Financial Strategists's portfolio in Q2 2026, its #14 holding.
  • Cannon Financial Strategists first reported a position in iShares Core US REIT ETF in Q1 2019 and has held it in 30 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.