HWA
USRT icon

HCR Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

HCR Wealth Advisors’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 		$213K Buy
+3,210
New +$207K 0.02% 249
2026
Q1 		– Sell
-4,537
Closed -$258K – 261
2025
Q4 		$258K Buy
+4,537
New +$263K 0.03% 212

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

HCR Wealth Advisors's USRT Position: Q2 2026 in Review

HCR Wealth Advisors opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 3,210 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #249 among its holdings. This is a return to the name: HCR Wealth Advisors previously reported a position in USRT as recently as Q4 2025.

HCR Wealth Advisors first reported a position in USRT in Q4 2025 and has held it in 2 quarters since. The position peaked at $258K in Q4 2025. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • HCR Wealth Advisors held 3,210 shares of iShares Core US REIT ETF worth $213K as of Q2 2026.
  • iShares Core US REIT ETF was a new HCR Wealth Advisors position in Q2 2026.
  • iShares Core US REIT ETF made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #249 holding.
  • HCR Wealth Advisors first reported a position in iShares Core US REIT ETF in Q4 2025 and has held it in 2 quarters since.
  • HCR Wealth Advisors's iShares Core US REIT ETF position peaked at $258K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.