JCM
USRT icon

J2 Capital Management’s iShares Core US REIT ETF USRT Stock Holding History

J2 Capital 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 		$733K Buy
12,380
+795
+7% +$47.8K 0.5% 41
2025
Q4 		$660K Buy
11,585
+440
+4% +$25.5K 0.48% 45
2025
Q3 		$654K Sell
11,145
-1,138
-9% -$65.3K 0.49% 47
2025
Q2 		$695K Buy
12,283
+432
+4% +$24.2K 0.55% 36
2025
Q1 		$683K Buy
+11,851
New +$686K 0.63% 25
2022
Q3 		– Sell
-23,354
Closed -$1.25M – 99
2022
Q2 		$1.25M Sell
23,354
-154
-0.7% -$9.06K 1.9% 15
2022
Q1 		$1.52M Sell
23,508
-1,133
-5% -$71.2K 1.67% 17
2021
Q4 		$1.67M Buy
+24,641
New +$1.57M 1.58% 16

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TCOT
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SC
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DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return