FFA
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Farther Finance Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Farther Finance 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
Q3 		$1.93M Buy
31,337
+1,985
+7% +$132K 0.01% 799
2026
Q2 		$1.95M Buy
29,352
+1,900
+7% +$122K 0.02% 760
2026
Q1 		$1.63M Buy
27,452
+11,775
+75% +$707K 0.02% 738
2025
Q4 		$893K Sell
15,677
-289
-2% -$16.7K 0.01% 951
2025
Q3 		$938K Buy
15,966
+1,414
+10% +$81.2K 0.01% 757
2025
Q2 		$823K Buy
14,552
+4,459
+44% +$250K 0.02% 685
2025
Q1 		$581K Buy
10,093
+10,056
+27,178% +$582K 0.01% 725
2024
Q4 		$2.12K Buy
+37
New +$2.23K ﹤0.01% 2975
2024
Q1 		– Sell
-4
Closed -$217 – 3745
2023
Q4 		$217 Buy
+4
New +$196 ﹤0.01% 3212

Other funds holding USRT

BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

Farther Finance Advisors's USRT Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Core US REIT ETF (USRT) stake by 6.8% in Q3 2026, buying an estimated $132K and bringing the position to 31,337 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #799.

Farther Finance Advisors first reported a position in USRT in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.95M in Q2 2026. 27 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Farther Finance Advisors held 31,337 shares of iShares Core US REIT ETF worth $1.93M as of Q3 2026.
  • Farther Finance Advisors bought 1,985 iShares Core US REIT ETF shares in Q3 2026, an estimated $132K.
  • iShares Core US REIT ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #799 holding.
  • Farther Finance Advisors first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 9 quarters since.
  • Farther Finance Advisors's iShares Core US REIT ETF position peaked at $1.95M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.