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FourThought Financial Partners’s iShares Core US REIT ETF USRT Stock Holding History

FourThought Financial 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
Q2 		$517K Sell
7,783
-650
-8% -$41.9K 0.04% 200
2026
Q1 		$499K Buy
8,433
+504
+6% +$30.3K 0.04% 184
2025
Q4 		$452K Buy
7,929
+769
+11% +$44.5K 0.04% 224
2025
Q3 		$420K Sell
7,160
-219
-3% -$12.6K 0.04% 215
2025
Q2 		$417K Buy
7,379
+37
+0.5% +$2.07K 0.04% 204
2025
Q1 		$423K Buy
7,342
+39
+0.5% +$2.26K 0.04% 197
2024
Q4 		$419K Sell
7,303
-522
-7% -$31.4K 0.04% 209
2024
Q3 		$482K Sell
7,825
-8
-0.1% -$467 0.06% 140
2024
Q2 		$420K Buy
7,833
+48
+0.6% +$2.49K 0.05% 148
2024
Q1 		$419K Sell
7,785
-269
-3% -$14.3K 0.05% 211
2023
Q4 		$437K Buy
8,054
+1,356
+20% +$66.3K 0.05% 207
2023
Q3 		$316K Buy
6,698
+1,086
+19% +$55.6K 0.04% 229
2023
Q2 		$289K Buy
5,612
+507
+10% +$25.4K 0.04% 253
2023
Q1 		$257K Sell
5,105
-662
-11% -$34.3K 0.04% 274
2022
Q4 		$285K Buy
+5,767
New +$286K 0.04% 258

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

FourThought Financial Partners's USRT Position: Q2 2026 in Review

FourThought Financial Partners reduced its iShares Core US REIT ETF (USRT) stake by 7.7% in Q2 2026, selling an estimated $41.9K and leaving 7,783 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #200.

FourThought Financial Partners first reported a position in USRT in Q4 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • FourThought Financial Partners held 7,783 shares of iShares Core US REIT ETF worth $517K as of Q2 2026.
  • FourThought Financial Partners sold 650 iShares Core US REIT ETF shares in Q2 2026, an estimated $41.9K.
  • iShares Core US REIT ETF made up 0.04% of FourThought Financial Partners's portfolio in Q2 2026, its #200 holding.
  • FourThought Financial Partners first reported a position in iShares Core US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

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