HFS
USRT icon

Hughes Financial Services’s iShares Core US REIT ETF USRT Stock Holding History

Hughes Financial Services’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 		$133 Hold
2
– – ﹤0.01% 1375
2026
Q1 		$118 Hold
2
– – ﹤0.01% 1248
2025
Q4 		$114 Hold
2
– – ﹤0.01% 1048
2025
Q3 		$117 Hold
2
– – ﹤0.01% 1024
2025
Q2 		$113 Sell
2
-3
-60% -$168 ﹤0.01% 1026
2025
Q1 		$288 Buy
+5
New +$290 ﹤0.01% 1035

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

Hughes Financial Services's USRT Position: Q2 2026 in Review

Hughes Financial Services held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 2 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Hughes Financial Services first reported a position in USRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $288 in Q1 2025. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Hughes Financial Services held 2 shares of iShares Core US REIT ETF worth $133 as of Q2 2026.
  • Hughes Financial Services left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1375 holding.
  • Hughes Financial Services first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's iShares Core US REIT ETF position peaked at $288 in Q1 2025.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.