GWM
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Greenline Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Greenline Wealth Management’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 		– Sell
-26
Closed -$1.48K – 497
2025
Q4 		$1.48K Buy
+26
New +$1.51K ﹤0.01% 500

Other funds holding USRT

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
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
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Greenline Wealth Management's USRT Position: Q1 2026 in Review

Greenline Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q1 2026, closing a stake of 26 shares — an estimated $1.48K sold.

Greenline Wealth Management first reported a position in USRT in Q4 2025 and held it in 1 quarter. The position peaked at $1.48K in Q4 2025. 405 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Greenline Wealth Management reported no remaining iShares Core US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 26 iShares Core US REIT ETF shares in Q1 2026, an estimated $1.48K.
  • Greenline Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's iShares Core US REIT ETF position peaked at $1.48K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.