CPA
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Cardiff Park Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Cardiff Park 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 		$235K Buy
3,976
+13
+0.3% +$781 0.02% 258
2025
Q4 		$226K Buy
3,963
+3,759
+1,843% +$218K 0.02% 247
2025
Q3 		$12K Hold
204
– – ﹤0.01% 363
2025
Q2 		$11.5K Hold
204
– – ﹤0.01% 337
2025
Q1 		$11.8K Sell
204
-43
-17% -$2.49K ﹤0.01% 333
2024
Q4 		$14.2K Hold
247
– – ﹤0.01% 322
2024
Q3 		$15.2K Hold
247
– – ﹤0.01% 319
2024
Q2 		$13.2K Buy
247
+43
+21% +$2.23K ﹤0.01% 313
2024
Q1 		$11K Hold
204
– – ﹤0.01% 337
2023
Q4 		$11.1K Buy
+204
New +$9.98K ﹤0.01% 317

Other funds holding USRT

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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 $70.5B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return