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Inman Jager Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Inman Jager Wealth Management’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
Q1 		$993K Sell
16,774
-473
-3% -$28.4K 0.58% 49
2025
Q4 		$982K Sell
17,247
-746
-4% -$43.2K 0.6% 48
2025
Q3 		$1.06M Buy
17,993
+252
+1% +$14.5K 0.67% 45
2025
Q2 		$1M Sell
17,741
-551
-3% -$30.9K 0.68% 43
2025
Q1 		$1.05M Buy
18,292
+737
+4% +$42.7K 0.79% 39
2024
Q4 		$1.01M Buy
+17,555
New +$1.06M 0.78% 37

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Inman Jager Wealth Management's USRT Position: Q1 2026 in Review

Inman Jager Wealth Management reduced its iShares Core US REIT ETF (USRT) stake by 2.7% in Q1 2026, selling an estimated $28.4K and leaving 16,774 shares worth $993K. The position accounts for 0.58% of the portfolio, ranked #49.

Inman Jager Wealth Management first reported a position in USRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q3 2025. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Inman Jager Wealth Management held 16,774 shares of iShares Core US REIT ETF worth $993K as of Q1 2026.
  • Inman Jager Wealth Management sold 473 iShares Core US REIT ETF shares in Q1 2026, an estimated $28.4K.
  • iShares Core US REIT ETF made up 0.58% of Inman Jager Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Inman Jager Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 6 quarters since.
  • Inman Jager Wealth Management's iShares Core US REIT ETF position peaked at $1.06M in Q3 2025.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.