Global Strategic Investment Solutions’s iShares Core US REIT ETF USRT Stock Holding History

Global Strategic Investment 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	$914K	Buy	13,757 +13	+0.1%	+$837	0.08%	82
2026 Q1	$813K	Buy	13,744 +8	+0.1%	+$481	0.08%	82
2025 Q4	$782K	Buy	13,736 +28	+0.2%	+$1.62K	0.08%	83
2025 Q3	$805K	Buy	13,708 +16	+0.1%	+$918	0.08%	83
2025 Q2	$774K	Hold	13,692	–	–	0.08%	85
2025 Q1	$789K	Hold	13,692	–	–	0.09%	78
2024 Q4	$785K	Sell	13,692 -4,393	-24%	-$264K	0.09%	82
2024 Q3	$1.11M	Hold	18,085	–	–	0.13%	70
2024 Q2	$969K	Hold	18,085	–	–	0.12%	73
2024 Q1	$973K	Hold	18,085	–	–	0.11%	72
2023 Q4	$982K	Hold	18,085	–	–	0.12%	67
2023 Q3	$853K	Hold	18,085	–	–	0.11%	75
2023 Q2	$930K	Buy	18,085 +5	+0%	+$250	0.12%	70
2023 Q1	$911K	Buy	18,080 +7	+0%	+$362	0.13%	66
2022 Q4	$894K	Buy	18,073 +25	+0.1%	+$1.24K	0.06%	65
2022 Q3	$857K	Hold	18,048	–	–	0.04%	69
2022 Q2	$964K	Buy	18,048 +5	+0%	+$294	0.07%	60
2022 Q1	$1.17M	Buy	18,043 +4	+0%	+$251	0.07%	57
2021 Q4	$1.22M	Hold	18,039	–	–	0.19%	49
2021 Q3	$1.06M	Hold	18,039	–	–	0.18%	51
2021 Q2	$1.05M	Hold	18,039	–	–	0.18%	49
2021 Q1	$945K	Hold	18,039	–	–	0.17%	55
2020 Q4	$873K	Hold	18,039	–	–	0.2%	50
2020 Q3	$789K	Hold	18,039	–	–	0.2%	47
2020 Q2	$784K	Sell	18,039 -2,113	-10%	-$88.7K	0.22%	45
2020 Q1	$789K	Buy	20,152 +13,562	+206%	+$692K	0.29%	37
2019 Q4	$360K	Hold	6,590	–	–	0.13%	48
2019 Q3	$366K	Hold	6,590	–	–	0.14%	44
2019 Q2	$343K	Hold	6,590	–	–	0.17%	41
2019 Q1	$341K	Hold	6,590	–	–	0.19%	39
2018 Q4	$296K	Buy	+6,590	New	+$312K	0.25%	41

Other funds holding USRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Global Strategic Investment Solutions's USRT Position: Q2 2026 in Review

Global Strategic Investment Solutions increased its iShares Core US REIT ETF (USRT) stake by 0.09% in Q2 2026, buying an estimated $837 and bringing the position to 13,757 shares worth $914K. The position accounts for 0.08% of the portfolio, ranked #82.

Global Strategic Investment Solutions first reported a position in USRT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.22M in Q4 2021. 441 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Global Strategic Investment Solutions held 13,757 shares of iShares Core US REIT ETF worth $914K as of Q2 2026.
Global Strategic Investment Solutions bought 13 iShares Core US REIT ETF shares in Q2 2026, an estimated $837.
iShares Core US REIT ETF made up 0.08% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #82 holding.
Global Strategic Investment Solutions first reported a position in iShares Core US REIT ETF in Q4 2018 and has held it in 31 quarters since.
Global Strategic Investment Solutions's iShares Core US REIT ETF position peaked at $1.22M in Q4 2021.
441 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.