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

Essential 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	$18.2K	Hold	296	–	–	0.01%	952
2026 Q2	$19.7K	Sell	296 -19	-6%	-$1.22K	0.01%	912
2026 Q1	$18.6K	Sell	315 -52	-14%	-$3.12K	0.01%	954
2025 Q4	$20.9K	Sell	367 -154	-30%	-$8.92K	0.01%	887
2025 Q3	$30.6K	Sell	521 -601	-54%	-$34.5K	0.01%	748
2025 Q2	$63.5K	Buy	+1,122	New	+$62.9K	0.03%	423

Other funds holding USRT

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

FTA

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MLFP

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

BWM

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

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Essential Partners's USRT Position: Q3 2026 in Review

Essential Partners held its iShares Core US REIT ETF (USRT) position steady in Q3 2026 at 296 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #952.

Essential Partners first reported a position in USRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $63.5K in Q2 2025. 90 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Essential Partners held 296 shares of iShares Core US REIT ETF worth $18.2K as of Q3 2026.
Essential Partners left its iShares Core US REIT ETF share count unchanged in Q3 2026.
iShares Core US REIT ETF made up 0.01% of Essential Partners's portfolio in Q3 2026, its #952 holding.
Essential Partners first reported a position in iShares Core US REIT ETF in Q2 2025 and has held it in 6 quarters since.
Essential Partners's iShares Core US REIT ETF position peaked at $63.5K in Q2 2025.
90 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.