CFFP
USRT icon

Center for Financial Planning’s iShares Core US REIT ETF USRT Stock Holding History

Center for Financial Planning’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 		– Sell
-135
Closed -$7.69K – 726
2025
Q4 		$7.69K Buy
+135
New +$7.82K ﹤0.01% 523
2025
Q3 		– Sell
-1,214
Closed -$68.7K – 701
2025
Q2 		$68.7K Hold
1,214
– – 0.01% 261
2025
Q1 		$69.9K Hold
1,214
– – 0.01% 248
2024
Q4 		$69.6K Hold
1,214
– – 0.01% 233
2024
Q3 		$74.7K Sell
1,214
-425
-26% -$24.8K 0.01% 209
2024
Q2 		$87.8K Sell
1,639
-211
-11% -$10.9K 0.01% 190
2024
Q1 		$99.5K Hold
1,850
– – 0.01% 184
2023
Q4 		$100K Hold
1,850
– – 0.02% 171
2023
Q3 		$87.3K Hold
1,850
– – 0.02% 179
2023
Q2 		$95.1K Hold
1,850
– – 0.02% 175
2023
Q1 		$93.2K Hold
1,850
– – 0.02% 171
2022
Q4 		$91.5K Hold
1,850
– – 0.02% 169
2022
Q3 		$88K Hold
1,850
– – 0.02% 166
2022
Q2 		$99K Hold
1,850
– – 0.03% 164
2022
Q1 		$120K Hold
1,850
– – 0.02% 161
2021
Q4 		$125K Hold
1,850
– – 0.03% 157
2021
Q3 		$109K Hold
1,850
– – 0.03% 157
2021
Q2 		$108K Hold
1,850
– – 0.03% 160
2021
Q1 		$97K Hold
1,850
– – 0.03% 163
2020
Q4 		$90K Hold
1,850
– – 0.03% 155
2020
Q3 		$81K Hold
1,850
– – 0.03% 157
2020
Q2 		$80K Buy
+1,850
New +$77.6K 0.03% 154
2020
Q1 		– Sell
-2,000
Closed -$109K – 605
2019
Q4 		$109K Buy
+2,000
New +$110K 0.03% 137

Other funds holding USRT

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
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
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Center for Financial Planning's USRT Position: Q1 2026 in Review

Center for Financial Planning sold out of iShares Core US REIT ETF (USRT) in Q1 2026, closing a stake of 135 shares — an estimated $7.69K sold.

Center for Financial Planning first reported a position in USRT in Q4 2019 and held it in 23 quarters. The position peaked at $125K in Q4 2021. 406 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Center for Financial Planning reported no remaining iShares Core US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 135 iShares Core US REIT ETF shares in Q1 2026, an estimated $7.69K.
  • Center for Financial Planning first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 23 quarters.
  • Center for Financial Planning's iShares Core US REIT ETF position peaked at $125K in Q4 2021.
  • 406 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.