DWM
USRT icon

Diversify Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Diversify Wealth 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 		$560K Buy
8,803
+3,605
+69% +$217K 0.01% 783
2025
Q4 		$302K Buy
5,198
+1,259
+32% +$72.9K 0.01% 523
2025
Q3 		$227K Buy
+3,939
New +$226K 0.01% 504

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

Diversify Wealth Management's USRT Position: Q1 2026 in Review

Diversify Wealth Management increased its iShares Core US REIT ETF (USRT) stake by 69% in Q1 2026, buying an estimated $217K and bringing the position to 8,803 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #783.

Diversify Wealth Management first reported a position in USRT in Q3 2025 and has held it in 3 quarters since. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Diversify Wealth Management held 8,803 shares of iShares Core US REIT ETF worth $560K as of Q1 2026.
  • Diversify Wealth Management bought 3,605 iShares Core US REIT ETF shares in Q1 2026, an estimated $217K.
  • iShares Core US REIT ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #783 holding.
  • Diversify Wealth Management first reported a position in iShares Core US REIT ETF in Q3 2025 and has held it in 3 quarters since.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.