EPIQ Partners’s iShares Core US REIT ETF USRT Stock Holding History

EPIQ Partners’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	$248K	Buy	4,025 +3	+0.1%	+$199	0.11%	89
2026 Q2	$267K	Buy	4,022 +5	+0.1%	+$322	0.11%	82
2026 Q1	$238K	Buy	4,017 +8	+0.2%	+$481	0.11%	77
2025 Q4	$228K	Hold	4,009	–	–	0.11%	71
2025 Q3	$235K	Buy	4,009 +9	+0.2%	+$517	0.11%	67
2025 Q2	$226K	Hold	4,000	–	–	0.12%	69
2025 Q1	$230K	Hold	4,000	–	–	0.12%	71
2024 Q4	$229K	Buy	4,000 +341	+9%	+$20.5K	0.12%	68
2024 Q3	$225K	Buy	+3,659	New	+$214K	0.12%	74

Other funds holding USRT

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 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

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

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

EPIQ Partners's USRT Position: Q3 2026 in Review

EPIQ Partners increased its iShares Core US REIT ETF (USRT) stake by 0.07% in Q3 2026, buying an estimated $199 and bringing the position to 4,025 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #89.

EPIQ Partners first reported a position in USRT in Q3 2024 and has held it in 9 quarters since. The position peaked at $267K in Q2 2026. 109 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

EPIQ Partners held 4,025 shares of iShares Core US REIT ETF worth $248K as of Q3 2026.
EPIQ Partners bought 3 iShares Core US REIT ETF shares in Q3 2026, an estimated $199.
iShares Core US REIT ETF made up 0.11% of EPIQ Partners's portfolio in Q3 2026, its #89 holding.
EPIQ Partners first reported a position in iShares Core US REIT ETF in Q3 2024 and has held it in 9 quarters since.
EPIQ Partners's iShares Core US REIT ETF position peaked at $267K in Q2 2026.
109 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.