DCM
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Disciplina Capital Management’s iShares Core US REIT ETF USRT Stock Holding History

Disciplina Capital 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
Q1 		$51M Buy
861,277
+92,404
+12% +$5.55M 5.4% 5
2025
Q4 		$43.8M Buy
768,873
+82,788
+12% +$4.79M 5.01% 6
2025
Q3 		$40.3M Buy
686,085
+20,167
+3% +$1.16M 4.9% 6
2025
Q2 		$37.7M Buy
665,918
+566,899
+573% +$31.8M 4.76% 6
2025
Q1 		$5.7M Buy
+99,019
New +$5.74M 0.83% 20

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 $572M AUM 19.47% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Disciplina Capital Management's USRT Position: Q1 2026 in Review

Disciplina Capital Management increased its iShares Core US REIT ETF (USRT) stake by 12% in Q1 2026, buying an estimated $5.55M and bringing the position to 861,277 shares worth $51M. The position accounts for 5.4% of the portfolio, ranked #5.

Disciplina Capital Management first reported a position in USRT in Q1 2025 and has held it in 5 quarters since. 401 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Disciplina Capital Management held 861,277 shares of iShares Core US REIT ETF worth $51M as of Q1 2026.
  • Disciplina Capital Management bought 92,404 iShares Core US REIT ETF shares in Q1 2026, an estimated $5.55M.
  • iShares Core US REIT ETF made up 5.4% of Disciplina Capital Management's portfolio in Q1 2026, its #5 holding.
  • Disciplina Capital Management first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 5 quarters since.
  • 401 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Disciplina Capital Management's 13F filing for Q1 2026, filed 7 May 2026.