CCMI
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Creative Capital Management Investments’s iShares Core US REIT ETF USRT Stock Holding History

Creative Capital Management Investments’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
-16
Closed -$911 – 342
2025
Q4 		$911 Buy
+16
New +$926 ﹤0.01% 293

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RIM
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TCOT
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SC
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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

Creative Capital Management Investments's USRT Position: Q1 2026 in Review

Creative Capital Management Investments sold out of iShares Core US REIT ETF (USRT) in Q1 2026, closing a stake of 16 shares — an estimated $911 sold.

Creative Capital Management Investments first reported a position in USRT in Q4 2025 and held it in 1 quarter. The position peaked at $911 in Q4 2025. 406 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Creative Capital Management Investments reported no remaining iShares Core US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Creative Capital Management Investments sold 16 iShares Core US REIT ETF shares in Q1 2026, an estimated $911.
  • Creative Capital Management Investments first reported a position in iShares Core US REIT ETF in Q4 2025 and held it in 1 quarter.
  • Creative Capital Management Investments's iShares Core US REIT ETF position peaked at $911 in Q4 2025.
  • 406 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.