FMI
USRT icon

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

Financial Management Inc’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 		$3.86M Buy
58,046
+4,304
+8% +$277K 3.16% 12
2026
Q1 		$3.18M Buy
53,742
+1,826
+4% +$110K 2.99% 13
2025
Q4 		$2.96M Buy
+51,916
New +$3.01M 2.81% 14

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

Financial Management Inc's USRT Position: Q2 2026 in Review

Financial Management Inc increased its iShares Core US REIT ETF (USRT) stake by 8% in Q2 2026, buying an estimated $277K and bringing the position to 58,046 shares worth $3.86M. The position accounts for 3.16% of the portfolio, ranked #12.

Financial Management Inc first reported a position in USRT in Q4 2025 and has held it in 3 quarters since. 438 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Financial Management Inc held 58,046 shares of iShares Core US REIT ETF worth $3.86M as of Q2 2026.
  • Financial Management Inc bought 4,304 iShares Core US REIT ETF shares in Q2 2026, an estimated $277K.
  • iShares Core US REIT ETF made up 3.16% of Financial Management Inc's portfolio in Q2 2026, its #12 holding.
  • Financial Management Inc first reported a position in iShares Core US REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • 438 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Financial Management Inc's 13F filing for Q2 2026, filed 12 Aug 2026.