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Focus Partners Advisor Solutions’s iShares Core US REIT ETF USRT Stock Holding History

Focus Partners Advisor Solutions’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 		$2.71M Buy
40,796
+6,745
+20% +$435K 0.02% 305
2026
Q1 		$2.01M Buy
34,051
+2,188
+7% +$131K 0.02% 348
2025
Q4 		$1.81M Sell
31,863
-26,828
-46% -$1.55M 0.02% 332
2025
Q3 		$3.42M Buy
58,691
+35,448
+153% +$2.03M 0.04% 232
2025
Q2 		$1.31M Buy
23,243
+8,603
+59% +$482K 0.02% 373
2025
Q1 		$843K Buy
14,640
+7,680
+110% +$445K 0.01% 427
2024
Q4 		$399K Buy
6,960
+1,418
+26% +$85.3K 0.01% 526
2024
Q3 		$341K Buy
5,542
+805
+17% +$47K 0.01% 529
2024
Q2 		$254K Sell
4,737
-14
-0.3% -$726 0.01% 533
2024
Q1 		$256K Buy
+4,751
New +$252K 0.01% 511
2023
Q4 		– Sell
-4,643
Closed -$219K – 470
2023
Q3 		$219K Buy
+4,643
New +$238K 0.01% 408

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

Focus Partners Advisor Solutions's USRT Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Core US REIT ETF (USRT) stake by 20% in Q2 2026, buying an estimated $435K and bringing the position to 40,796 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #305.

Focus Partners Advisor Solutions first reported a position in USRT in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.42M in Q3 2025. 439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Focus Partners Advisor Solutions held 40,796 shares of iShares Core US REIT ETF worth $2.71M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 6,745 iShares Core US REIT ETF shares in Q2 2026, an estimated $435K.
  • iShares Core US REIT ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #305 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Core US REIT ETF in Q3 2023 and has held it in 11 quarters since.
  • Focus Partners Advisor Solutions's iShares Core US REIT ETF position peaked at $3.42M in Q3 2025.
  • 439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.