CFM
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Compass Financial Management’s iShares Core US REIT ETF USRT Stock Holding History

Compass Financial 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 		$77.8K Buy
+1,168
New +$75.2K 0.01% 606

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Financial Management's USRT Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 1,168 shares worth $77.8K. The stake represents 0.01% of the portfolio and ranks #606 among its holdings.

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

  • Compass Financial Management held 1,168 shares of iShares Core US REIT ETF worth $77.8K as of Q2 2026.
  • iShares Core US REIT ETF was a new Compass Financial Management position in Q2 2026.
  • iShares Core US REIT ETF made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #606 holding.
  • 422 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.