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Cascade Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Cascade Wealth 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 		$1.56M Buy
23,887
+987
+4% +$59.3K 0.68% 27
2025
Q4 		$1.32M Buy
22,900
+4,690
+26% +$272K 0.61% 28
2025
Q3 		$1.06M Buy
18,210
+7,911
+77% +$454K 0.52% 27
2025
Q2 		$576K Sell
10,299
-11,957
-54% -$670K 0.33% 34
2025
Q1 		$1.21M Sell
22,256
-20,711
-48% -$1.2M 0.83% 23
2024
Q4 		$2.46M Buy
42,967
+4,295
+11% +$258K 1.67% 19
2024
Q3 		$2.38M Buy
38,672
+461
+1% +$26.9K 1.7% 19
2024
Q2 		$2.13M Buy
38,211
+5,847
+18% +$303K 1.57% 20
2024
Q1 		$1.66M Buy
+32,364
New +$1.71M 1.41% 24

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

Cascade Wealth Advisors's USRT Position: Q1 2026 in Review

Cascade Wealth Advisors increased its iShares Core US REIT ETF (USRT) stake by 4.3% in Q1 2026, buying an estimated $59.3K and bringing the position to 23,887 shares worth $1.56M. The position accounts for 0.68% of the portfolio, ranked #27.

Cascade Wealth Advisors first reported a position in USRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.46M in Q4 2024. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Cascade Wealth Advisors held 23,887 shares of iShares Core US REIT ETF worth $1.56M as of Q1 2026.
  • Cascade Wealth Advisors bought 987 iShares Core US REIT ETF shares in Q1 2026, an estimated $59.3K.
  • iShares Core US REIT ETF made up 0.68% of Cascade Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Cascade Wealth Advisors first reported a position in iShares Core US REIT ETF in Q1 2024 and has held it in 9 quarters since.
  • Cascade Wealth Advisors's iShares Core US REIT ETF position peaked at $2.46M in Q4 2024.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.