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USRT icon

GWN Securities’s iShares Core US REIT ETF USRT Stock Holding History

GWN Securities’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 		$304K Buy
4,576
+256
+6% +$16.5K 0.05% 403
2026
Q1 		$256K Buy
4,320
+495
+13% +$29.7K 0.05% 402
2025
Q4 		$218K Buy
3,825
+294
+8% +$17K 0.04% 408
2025
Q3 		$207K Sell
3,531
-127
-3% -$7.29K 0.05% 362
2025
Q2 		$207K Sell
3,658
-17,575
-83% -$985K 0.04% 368
2025
Q1 		$1.19M Buy
+21,233
New +$1.23M 0.07% 270

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

GWN Securities's USRT Position: Q2 2026 in Review

GWN Securities increased its iShares Core US REIT ETF (USRT) stake by 5.9% in Q2 2026, buying an estimated $16.5K and bringing the position to 4,576 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #403.

GWN Securities first reported a position in USRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.19M in Q1 2025. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • GWN Securities held 4,576 shares of iShares Core US REIT ETF worth $304K as of Q2 2026.
  • GWN Securities bought 256 iShares Core US REIT ETF shares in Q2 2026, an estimated $16.5K.
  • iShares Core US REIT ETF made up 0.05% of GWN Securities's portfolio in Q2 2026, its #403 holding.
  • GWN Securities first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • GWN Securities's iShares Core US REIT ETF position peaked at $1.19M in Q1 2025.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.