FTA
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Financial & Tax Architects’s iShares Core US REIT ETF USRT Stock Holding History

Financial & Tax Architects’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 		$22.5M Buy
338,845
+12,054
+4% +$777K 4.75% 2
2026
Q1 		$19.3M Sell
326,791
-1,532
-0.5% -$92K 4.31% 4
2025
Q4 		$18.7M Sell
328,323
-19,180
-6% -$1.11M 4.2% 5
2025
Q3 		$20.4M Buy
+347,503
New +$19.9M 4.5% 5
2025
Q2 		– Sell
-308,737
Closed -$17.8M – 112
2025
Q1 		$17.8M Buy
308,737
+4,026
+1% +$233K 4.46% 5
2024
Q4 		$17.5M Buy
304,711
+12,837
+4% +$772K 4.45% 4
2024
Q3 		$18M Buy
+291,874
New +$17M 4.62% 5
2024
Q2 		– Sell
-334,306
Closed -$18M – 92
2024
Q1 		$18M Buy
334,306
+559
+0.2% +$29.6K 4.95% 3
2023
Q4 		$18.1M Sell
333,747
-15,955
-5% -$780K 5.36% 2
2023
Q3 		$16.5M Buy
+349,702
New +$17.9M 5.12% 5
2022
Q2 		– Sell
-128,977
Closed -$8.34M – 95
2022
Q1 		$8.34M Buy
128,977
+32,995
+34% +$2.07M 3.15% 8
2021
Q4 		$6.49M Buy
95,982
+19,046
+25% +$1.21M 2.65% 9
2021
Q3 		$4.51M Buy
76,936
+14,022
+22% +$853K 2.06% 11
2021
Q2 		$3.67M Buy
62,914
+12,044
+24% +$684K 1.8% 11
2021
Q1 		$2.67M Buy
+50,870
New +$2.56M 1.5% 28

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 & Tax Architects's USRT Position: Q2 2026 in Review

Financial & Tax Architects increased its iShares Core US REIT ETF (USRT) stake by 3.7% in Q2 2026, buying an estimated $777K and bringing the position to 338,845 shares worth $22.5M. The position accounts for 4.75% of the portfolio, ranked #2.

Financial & Tax Architects first reported a position in USRT in Q1 2021 and has held it in 15 quarters since. 441 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Financial & Tax Architects held 338,845 shares of iShares Core US REIT ETF worth $22.5M as of Q2 2026.
  • Financial & Tax Architects bought 12,054 iShares Core US REIT ETF shares in Q2 2026, an estimated $777K.
  • iShares Core US REIT ETF made up 4.75% of Financial & Tax Architects's portfolio in Q2 2026, its #2 holding.
  • Financial & Tax Architects first reported a position in iShares Core US REIT ETF in Q1 2021 and has held it in 15 quarters since.
  • 441 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.