Focus Partners Wealth
USRT icon

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

Focus Partners Wealth’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 		$10.9M Buy
164,291
+76,318
+87% +$4.92M 0.01% 690
2026
Q1 		$5.31M Buy
87,973
+1,431
+2% +$86K 0.01% 920
2025
Q4 		$4.93M Buy
86,542
+15,216
+21% +$881K 0.01% 949
2025
Q3 		$4.19M Buy
71,326
+593
+0.8% +$34K 0.01% 804
2025
Q2 		$4M Buy
70,733
+42,538
+151% +$2.38M 0.01% 742
2025
Q1 		$1.62M Buy
28,195
+1,889
+7% +$109K ﹤0.01% 912
2024
Q4 		$1.51M Buy
26,306
+9,441
+56% +$568K ﹤0.01% 928
2024
Q3 		$1.04M Sell
16,865
-30,125
-64% -$1.76M ﹤0.01% 935
2024
Q2 		$2.58M Buy
46,990
+24,685
+111% +$1.28M 0.01% 613
2024
Q1 		$1.2M Buy
22,305
+8,968
+67% +$475K 0.01% 576
2023
Q4 		$724K Buy
+13,337
New +$652K 0.01% 510

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 Wealth's USRT Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Core US REIT ETF (USRT) stake by 87% in Q2 2026, buying an estimated $4.92M and bringing the position to 164,291 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #690.

Focus Partners Wealth first reported a position in USRT in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Focus Partners Wealth held 164,291 shares of iShares Core US REIT ETF worth $10.9M as of Q2 2026.
  • Focus Partners Wealth bought 76,318 iShares Core US REIT ETF shares in Q2 2026, an estimated $4.92M.
  • iShares Core US REIT ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #690 holding.
  • Focus Partners Wealth first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.