Capital Group Private Client Services’s iShares Core US REIT ETF USRT Stock Holding History

Capital Group Private Client Services’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	$307K	Buy	+4,981	New	+$330K	﹤0.01%	241

Other funds holding USRT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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

Cerity Partners New York $87.3B AUM 22.01% 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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Capital Group Private Client Services's USRT Position: Q3 2026 in Review

Capital Group Private Client Services opened a new position in iShares Core US REIT ETF (USRT) in Q3 2026: 4,981 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #241 among its holdings.

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

Capital Group Private Client Services held 4,981 shares of iShares Core US REIT ETF worth $307K as of Q3 2026.
iShares Core US REIT ETF was a new Capital Group Private Client Services position in Q3 2026.
iShares Core US REIT ETF made up ﹤0.01% of Capital Group Private Client Services's portfolio in Q3 2026, its #241 holding.
416 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Capital Group Private Client Services's 13F filing for Q3 2026, filed 12 Nov 2026.