CFA
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Capstone Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Capstone Financial Advisors’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
Q1 		$244K Buy
4,125
+14
+0.3% +$841 0.01% 145
2025
Q4 		$234K Buy
4,111
+68
+2% +$3.94K 0.01% 155
2025
Q3 		$237K Buy
+4,043
New +$232K 0.01% 157

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Capstone Financial Advisors's USRT Position: Q1 2026 in Review

Capstone Financial Advisors increased its iShares Core US REIT ETF (USRT) stake by 0.34% in Q1 2026, buying an estimated $841 and bringing the position to 4,125 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #145.

Capstone Financial Advisors first reported a position in USRT in Q3 2025 and has held it in 3 quarters since. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Capstone Financial Advisors held 4,125 shares of iShares Core US REIT ETF worth $244K as of Q1 2026.
  • Capstone Financial Advisors bought 14 iShares Core US REIT ETF shares in Q1 2026, an estimated $841.
  • iShares Core US REIT ETF made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #145 holding.
  • Capstone Financial Advisors first reported a position in iShares Core US REIT ETF in Q3 2025 and has held it in 3 quarters since.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.