EF
USRT icon

Envision Financial’s iShares Core US REIT ETF USRT Stock Holding History

Envision Financial’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
Q2 		$5.12M Buy
76,982
+5,649
+8% +$364K 2.36% 13
2026
Q1 		$4.22M Buy
71,333
+2,006
+3% +$121K 2.27% 13
2025
Q4 		$3.95M Buy
69,327
+6,025
+10% +$349K 2.09% 13
2025
Q3 		$3.72M Buy
63,302
+12,987
+26% +$746K 2.13% 14
2025
Q2 		$2.85M Buy
50,315
+1,047
+2% +$58.7K 1.9% 17
2025
Q1 		$2.84M Buy
49,268
+24,452
+99% +$1.42M 2.14% 17
2024
Q4 		$1.42M Buy
+24,816
New +$1.49M 1.14% 24

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envision Financial's USRT Position: Q2 2026 in Review

Envision Financial increased its iShares Core US REIT ETF (USRT) stake by 7.9% in Q2 2026, buying an estimated $364K and bringing the position to 76,982 shares worth $5.12M. The position accounts for 2.36% of the portfolio, ranked #13.

Envision Financial first reported a position in USRT in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Envision Financial held 76,982 shares of iShares Core US REIT ETF worth $5.12M as of Q2 2026.
  • Envision Financial bought 5,649 iShares Core US REIT ETF shares in Q2 2026, an estimated $364K.
  • iShares Core US REIT ETF made up 2.36% of Envision Financial's portfolio in Q2 2026, its #13 holding.
  • Envision Financial first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.