CWM
USRT icon

CarsonAllaria Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

CarsonAllaria Wealth Management’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 		$1.96M Sell
29,461
-758
-3% -$48.8K 0.85% 24
2026
Q1 		$1.79M Buy
30,219
+344
+1% +$20.7K 0.88% 24
2025
Q4 		$1.7M Buy
29,875
+377
+1% +$21.8K 0.84% 24
2025
Q3 		$1.73M Sell
29,498
-299
-1% -$17.2K 0.9% 24
2025
Q2 		$1.69M Sell
29,797
-1,538
-5% -$86.2K 0.9% 23
2025
Q1 		$1.8M Sell
31,335
-1,583
-5% -$91.7K 1.05% 23
2024
Q4 		$1.89M Sell
32,918
-236
-0.7% -$14.2K 1.08% 22
2024
Q3 		$2.04M Sell
33,154
-1,504
-4% -$87.8K 1.17% 22
2024
Q2 		$1.86M Sell
34,658
-640
-2% -$33.2K 1.14% 22
2024
Q1 		$1.9M Sell
35,298
-841
-2% -$44.6K 1.19% 22
2023
Q4 		$1.96M Buy
36,139
+310
+0.9% +$15.2K 1.41% 19
2023
Q3 		$1.69M Buy
35,829
+286
+0.8% +$14.6K 1.37% 18
2023
Q2 		$1.83M Buy
35,543
+458
+1% +$22.9K 1.44% 18
2023
Q1 		$1.77M Sell
35,085
-1,435
-4% -$74.3K 1.49% 18
2022
Q4 		$1.81M Sell
36,520
-145
-0.4% -$7.19K 1.58% 18
2022
Q3 		$1.74M Sell
36,665
-627
-2% -$34.5K 1.62% 18
2022
Q2 		$1.99M Sell
37,292
-1,379
-4% -$81.1K 1.86% 18
2022
Q1 		$2.5M Sell
38,671
-3,534
-8% -$222K 2.24% 15
2021
Q4 		$2.85M Buy
+42,205
New +$2.68M 2.52% 13

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CarsonAllaria Wealth Management's USRT Position: Q2 2026 in Review

CarsonAllaria Wealth Management reduced its iShares Core US REIT ETF (USRT) stake by 2.5% in Q2 2026, selling an estimated $48.8K and leaving 29,461 shares worth $1.96M. The position accounts for 0.85% of the portfolio, ranked #24.

CarsonAllaria Wealth Management first reported a position in USRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.85M in Q4 2021. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • CarsonAllaria Wealth Management held 29,461 shares of iShares Core US REIT ETF worth $1.96M as of Q2 2026.
  • CarsonAllaria Wealth Management sold 758 iShares Core US REIT ETF shares in Q2 2026, an estimated $48.8K.
  • iShares Core US REIT ETF made up 0.85% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #24 holding.
  • CarsonAllaria Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • CarsonAllaria Wealth Management's iShares Core US REIT ETF position peaked at $2.85M in Q4 2021.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.