Greenleaf Trust’s iShares Core US REIT ETF USRT Stock Holding History

Greenleaf Trust’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 Q3	$234K	Buy	+3,808	New	+$252K	﹤0.01%	747

Other funds holding USRT

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Greenleaf Trust's USRT Position: Q3 2026 in Review

Greenleaf Trust opened a new position in iShares Core US REIT ETF (USRT) in Q3 2026: 3,808 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #747 among its holdings.

293 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Greenleaf Trust held 3,808 shares of iShares Core US REIT ETF worth $234K as of Q3 2026.
iShares Core US REIT ETF was a new Greenleaf Trust position in Q3 2026.
iShares Core US REIT ETF made up ﹤0.01% of Greenleaf Trust's portfolio in Q3 2026, its #747 holding.
293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Greenleaf Trust's 13F filing for Q3 2026, filed 29 Oct 2026.