Corient Private Wealth
USRT icon

Corient Private Wealth’s iShares Core US REIT ETF USRT Stock Holding History

Corient Private Wealth’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 		$36.6M Sell
618,594
-656,402
-51% -$39.4M 0.05% 289
2025
Q4 		$74.5M Buy
1,274,996
+692,619
+119% +$40.1M 0.05% 298
2025
Q3 		$34.2M Sell
582,377
-76,799
-12% -$4.41M 0.05% 291
2025
Q2 		$37.3M Sell
659,176
-9,507
-1% -$533K 0.05% 281
2025
Q1 		$38.5M Buy
668,683
+5,568
+0.8% +$322K 0.06% 270
2024
Q4 		$38M Sell
663,115
-4,977
-0.7% -$299K 0.06% 269
2024
Q3 		$6.37M Buy
668,092
+4,580
+0.7% +$267K 0.01% 685
2024
Q2 		$35.5M Buy
663,512
+7,372
+1% +$382K 0.06% 283
2024
Q1 		$35.3M Sell
656,140
-88,992
-12% -$4.71M 0.06% 285
2023
Q4 		$40.5M Sell
745,132
-100,608
-12% -$4.92M 0.07% 254
2023
Q3 		$39.9M Sell
845,740
-32,576
-4% -$1.67M 0.09% 232
2023
Q2 		$45.2M Sell
878,316
-38,519
-4% -$1.93M 0.1% 206
2023
Q1 		$46.2M Buy
916,835
+20,592
+2% +$1.07M 0.12% 164
2022
Q4 		$44.3M Buy
+896,243
New +$44.4M 0.16% 149

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

Corient Private Wealth's USRT Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Core US REIT ETF (USRT) stake by 51% in Q1 2026, selling an estimated $39.4M and leaving 618,594 shares worth $36.6M. The position accounts for 0.05% of the portfolio, ranked #289.

Corient Private Wealth first reported a position in USRT in Q4 2022 and has held it in 14 quarters since. The position peaked at $74.5M in Q4 2025. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Corient Private Wealth held 618,594 shares of iShares Core US REIT ETF worth $36.6M as of Q1 2026.
  • Corient Private Wealth sold 656,402 iShares Core US REIT ETF shares in Q1 2026, an estimated $39.4M.
  • iShares Core US REIT ETF made up 0.05% of Corient Private Wealth's portfolio in Q1 2026, its #289 holding.
  • Corient Private Wealth first reported a position in iShares Core US REIT ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Core US REIT ETF position peaked at $74.5M in Q4 2025.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.