Helen Stephens Group
USRT icon

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
Q3 		$2.28M Buy
37,016
+17,356
+88% +$1.15M 0.36% 31
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

US Bancorp
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
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Helen Stephens Group's USRT Position: Q3 2026 in Review

Helen Stephens Group increased its iShares Core US REIT ETF (USRT) stake by 88% in Q3 2026, buying an estimated $1.15M and bringing the position to 37,016 shares worth $2.28M. The position accounts for 0.36% of the portfolio, ranked #31.

Helen Stephens Group first reported a position in USRT in Q4 2021 and has held it in 20 quarters since. 319 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Helen Stephens Group held 37,016 shares of iShares Core US REIT ETF worth $2.28M as of Q3 2026.
  • Helen Stephens Group bought 17,356 iShares Core US REIT ETF shares in Q3 2026, an estimated $1.15M.
  • iShares Core US REIT ETF made up 0.36% of Helen Stephens Group's portfolio in Q3 2026, its #31 holding.
  • Helen Stephens Group first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 20 quarters since.
  • 319 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.