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

Forefront Wealth Partners’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
Q1 		$776K Buy
13,116
+1,324
+11% +$79.5K 0.32% 68
2025
Q4 		$672K Buy
11,792
+3,987
+51% +$231K 0.32% 69
2025
Q3 		$458K Buy
+7,805
New +$448K 0.12% 129
2025
Q2 		– Sell
-4,057
Closed -$234K – 133
2025
Q1 		$234K Buy
+4,057
New +$235K 0.16% 113

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Forefront Wealth Partners's USRT Position: Q1 2026 in Review

Forefront Wealth Partners increased its iShares Core US REIT ETF (USRT) stake by 11% in Q1 2026, buying an estimated $79.5K and bringing the position to 13,116 shares worth $776K. The position accounts for 0.32% of the portfolio, ranked #68.

Forefront Wealth Partners first reported a position in USRT in Q1 2025 and has held it in 4 quarters since. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Forefront Wealth Partners held 13,116 shares of iShares Core US REIT ETF worth $776K as of Q1 2026.
  • Forefront Wealth Partners bought 1,324 iShares Core US REIT ETF shares in Q1 2026, an estimated $79.5K.
  • iShares Core US REIT ETF made up 0.32% of Forefront Wealth Partners's portfolio in Q1 2026, its #68 holding.
  • Forefront Wealth Partners first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 4 quarters since.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.