Catherine Avery Investment Management’s iShares Core US REIT ETF USRT Stock Holding History

Catherine Avery Investment 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	$15.9K	Buy	+239	New	+$15.4K	0.01%	101

Other funds holding USRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Catherine Avery Investment Management's USRT Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 239 shares worth $15.9K. The stake represents 0.01% of the portfolio and ranks #101 among its holdings.

439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Catherine Avery Investment Management held 239 shares of iShares Core US REIT ETF worth $15.9K as of Q2 2026.
iShares Core US REIT ETF was a new Catherine Avery Investment Management position in Q2 2026.
iShares Core US REIT ETF made up 0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #101 holding.
439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.