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Destiny Capital’s iShares Core US REIT ETF USRT Stock Holding History

Destiny Capital’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 		$818K Sell
13,827
-8,259
-37% -$496K 0.44% 27
2025
Q4 		$1.26M Buy
22,086
+2,131
+11% +$123K 0.65% 18
2025
Q3 		$1.17M Buy
19,955
+4,197
+27% +$241K 0.64% 18
2025
Q2 		$891K Buy
15,758
+2,701
+21% +$151K 0.54% 23
2025
Q1 		$752K Buy
13,057
+1,772
+16% +$103K 0.51% 27
2024
Q4 		$647K Buy
11,285
+825
+8% +$49.6K 0.39% 31
2024
Q3 		$626K Buy
10,460
+3,415
+48% +$199K 0.39% 31
2024
Q2 		$377K Buy
7,045
+1,489
+27% +$77.2K 0.26% 34
2024
Q1 		$299K Buy
5,556
+1,114
+25% +$59K 0.21% 40
2023
Q4 		$241K Buy
+4,442
New +$217K 0.17% 46

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

Destiny Capital's USRT Position: Q1 2026 in Review

Destiny Capital reduced its iShares Core US REIT ETF (USRT) stake by 37% in Q1 2026, selling an estimated $496K and leaving 13,827 shares worth $818K. The position accounts for 0.44% of the portfolio, ranked #27.

Destiny Capital first reported a position in USRT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.26M in Q4 2025. 401 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Destiny Capital held 13,827 shares of iShares Core US REIT ETF worth $818K as of Q1 2026.
  • Destiny Capital sold 8,259 iShares Core US REIT ETF shares in Q1 2026, an estimated $496K.
  • iShares Core US REIT ETF made up 0.44% of Destiny Capital's portfolio in Q1 2026, its #27 holding.
  • Destiny Capital first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 10 quarters since.
  • Destiny Capital's iShares Core US REIT ETF position peaked at $1.26M in Q4 2025.
  • 401 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Destiny Capital's 13F filing for Q1 2026, filed 12 May 2026.