CX Institutional’s iShares Core US REIT ETF USRT Stock Holding History

CX Institutional’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 Q3	$13K	Buy	206 +10	+5%	+$663	﹤0.01%	1316
2026 Q2	$13K	Sell	196 -3,169	-94%	-$204K	﹤0.01%	1260
2026 Q1	$199K	Buy	3,365 +2,534	+305%	+$152K	0.01%	720
2025 Q4	$47K	Buy	831 +223	+37%	+$12.9K	﹤0.01%	982
2025 Q3	$36K	Buy	608 +272	+81%	+$15.6K	﹤0.01%	997
2025 Q2	$19K	Sell	336 -115	-25%	-$6.45K	﹤0.01%	969
2025 Q1	$26K	Buy	+451	New	+$26.1K	﹤0.01%	927
2018 Q4	–	Sell	-512	Closed	-$25K	–	562
2018 Q3	$25K	Buy	+512	New	+$25.5K	0.01%	221

Other funds holding USRT

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's USRT Position: Q3 2026 in Review

CX Institutional increased its iShares Core US REIT ETF (USRT) stake by 5.1% in Q3 2026, buying an estimated $663 and bringing the position to 206 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

CX Institutional first reported a position in USRT in Q3 2018 and has held it in 8 quarters since. The position peaked at $199K in Q1 2026. 137 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

CX Institutional held 206 shares of iShares Core US REIT ETF worth $13K as of Q3 2026.
CX Institutional bought 10 iShares Core US REIT ETF shares in Q3 2026, an estimated $663.
iShares Core US REIT ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1316 holding.
CX Institutional first reported a position in iShares Core US REIT ETF in Q3 2018 and has held it in 8 quarters since.
CX Institutional's iShares Core US REIT ETF position peaked at $199K in Q1 2026.
137 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.