LWMNY
USRT icon

Landmark Wealth Management (New York)’s iShares Core US REIT ETF USRT Stock Holding History

Landmark Wealth Management (New York)’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 		$556K Buy
8,372
+140
+2% +$9.02K 0.13% 106
2026
Q1 		$487K Buy
8,232
+1,335
+19% +$80.2K 0.13% 113
2025
Q4 		$393K Sell
6,897
-124
-2% -$7.18K 0.15% 68
2025
Q3 		$412K Buy
7,021
+247
+4% +$14.2K 0.16% 66
2025
Q2 		$383K Sell
6,774
-51
-0.7% -$2.86K 0.16% 66
2025
Q1 		$393K Buy
6,825
+205
+3% +$11.9K 0.17% 59
2024
Q4 		$379K Buy
6,620
+211
+3% +$12.7K 0.17% 57
2024
Q3 		$395K Buy
+6,409
New +$374K 0.17% 58
2024
Q2 		– Sell
-7,013
Closed -$377K – 65
2024
Q1 		$377K Buy
7,013
+350
+5% +$18.5K 0.17% 55
2023
Q4 		$362K Buy
6,663
+763
+13% +$37.3K 0.18% 53
2023
Q3 		$278K Buy
+5,900
New +$302K 0.16% 58
2023
Q2 		– Sell
-4,822
Closed -$243K – 63
2023
Q1 		$243K Buy
+4,822
New +$250K 0.14% 69
2022
Q2 		– Sell
-4,478
Closed -$290K – 68
2022
Q1 		$290K Buy
+4,478
New +$281K 0.15% 63

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

Landmark Wealth Management (New York)'s USRT Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its iShares Core US REIT ETF (USRT) stake by 1.7% in Q2 2026, buying an estimated $9.02K and bringing the position to 8,372 shares worth $556K. The position accounts for 0.13% of the portfolio, ranked #106.

Landmark Wealth Management (New York) first reported a position in USRT in Q1 2022 and has held it in 13 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Landmark Wealth Management (New York) held 8,372 shares of iShares Core US REIT ETF worth $556K as of Q2 2026.
  • Landmark Wealth Management (New York) bought 140 iShares Core US REIT ETF shares in Q2 2026, an estimated $9.02K.
  • iShares Core US REIT ETF made up 0.13% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #106 holding.
  • Landmark Wealth Management (New York) first reported a position in iShares Core US REIT ETF in Q1 2022 and has held it in 13 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.