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Helen Stephens Group’s iShares Core US REIT ETF USRT Stock Holding History

Helen Stephens Group’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 		$1.31M Buy
19,660
+10
+0.1% +$644 0.22% 43
2026
Q1 		$1.16M Buy
19,650
+5,734
+41% +$344K 0.23% 45
2025
Q4 		$793K Sell
13,916
-335
-2% -$19.4K 0.17% 56
2025
Q3 		$837K Sell
14,251
-577
-4% -$33.1K 0.19% 53
2025
Q2 		$839K Buy
14,828
+3,461
+30% +$194K 0.21% 43
2025
Q1 		$655K Sell
11,367
-61
-0.5% -$3.53K 0.19% 50
2024
Q4 		$655K Sell
11,428
-669
-6% -$40.2K 0.19% 49
2024
Q3 		$745K Sell
12,097
-99
-0.8% -$5.78K 0.23% 52
2024
Q2 		$653K Sell
12,196
-5,042
-29% -$262K 0.23% 50
2024
Q1 		$927K Sell
17,238
-2,896
-14% -$153K 0.36% 36
2023
Q4 		$1.09M Buy
20,134
+3,092
+18% +$151K 0.49% 30
2023
Q3 		$804K Sell
17,042
-2,106
-11% -$108K 0.42% 34
2023
Q2 		$984K Sell
19,148
-150
-0.8% -$7.51K 0.5% 30
2023
Q1 		$973K Sell
19,298
-240
-1% -$12.4K 0.51% 32
2022
Q4 		$966K Sell
19,538
-11,742
-38% -$582K 0.58% 30
2022
Q3 		$1.49M Buy
31,280
+21,023
+205% +$1.16M 1.04% 22
2022
Q2 		$548K Buy
10,257
+6,094
+146% +$358K 0.39% 34
2022
Q1 		$269K Buy
4,163
+782
+23% +$49.1K 0.19% 47
2021
Q4 		$229K Buy
+3,381
New +$215K 0.18% 49

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

Helen Stephens Group's USRT Position: Q2 2026 in Review

Helen Stephens Group increased its iShares Core US REIT ETF (USRT) stake by 0.05% in Q2 2026, buying an estimated $644 and bringing the position to 19,660 shares worth $1.31M. The position accounts for 0.22% of the portfolio, ranked #43.

Helen Stephens Group first reported a position in USRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q3 2022. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Helen Stephens Group held 19,660 shares of iShares Core US REIT ETF worth $1.31M as of Q2 2026.
  • Helen Stephens Group bought 10 iShares Core US REIT ETF shares in Q2 2026, an estimated $644.
  • iShares Core US REIT ETF made up 0.22% of Helen Stephens Group's portfolio in Q2 2026, its #43 holding.
  • Helen Stephens Group first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • Helen Stephens Group's iShares Core US REIT ETF position peaked at $1.49M in Q3 2022.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.