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 Q3	$793K	Buy	12,872 +502	+4%	+$33.3K	0.5%	39
2026 Q2	$822K	Sell	12,370 -10	-0.1%	-$644	0.55%	30
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

Other funds holding USRT

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

J2 Capital Management's USRT Position: Q3 2026 in Review

J2 Capital Management increased its iShares Core US REIT ETF (USRT) stake by 4.1% in Q3 2026, buying an estimated $33.3K and bringing the position to 12,872 shares worth $793K. The position accounts for 0.5% of the portfolio, ranked #39.

J2 Capital Management first reported a position in USRT in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.67M in Q4 2021. 120 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

J2 Capital Management held 12,872 shares of iShares Core US REIT ETF worth $793K as of Q3 2026.
J2 Capital Management bought 502 iShares Core US REIT ETF shares in Q3 2026, an estimated $33.3K.
iShares Core US REIT ETF made up 0.5% of J2 Capital Management's portfolio in Q3 2026, its #39 holding.
J2 Capital Management first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 10 quarters since.
J2 Capital Management's iShares Core US REIT ETF position peaked at $1.67M in Q4 2021.
120 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.