EWA
USRT icon

EverSource Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

EverSource Wealth Advisors’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 		$21K Buy
355
+50
+16% +$3K ﹤0.01% 2475
2025
Q4 		$17.4K Hold
305
– – ﹤0.01% 2478
2025
Q3 		$17.9K Buy
+305
New +$17.5K ﹤0.01% 2442
2024
Q1 		– Sell
-29
Closed -$1.57K – 2994
2023
Q4 		$1.57K Hold
29
– – ﹤0.01% 2250
2023
Q3 		$1.37K Buy
+29
New +$1.48K ﹤0.01% 2119
2023
Q2 		– Sell
-62
Closed -$3.14K – 2613
2023
Q1 		$3.14K Buy
+62
New +$3.21K ﹤0.01% 1803

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

EverSource Wealth Advisors's USRT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its iShares Core US REIT ETF (USRT) stake by 16% in Q1 2026, buying an estimated $3K and bringing the position to 355 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

EverSource Wealth Advisors first reported a position in USRT in Q1 2023 and has held it in 6 quarters since. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • EverSource Wealth Advisors held 355 shares of iShares Core US REIT ETF worth $21K as of Q1 2026.
  • EverSource Wealth Advisors bought 50 iShares Core US REIT ETF shares in Q1 2026, an estimated $3K.
  • iShares Core US REIT ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2475 holding.
  • EverSource Wealth Advisors first reported a position in iShares Core US REIT ETF in Q1 2023 and has held it in 6 quarters since.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.