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 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	-8,956	Closed	-$294K	–	163
2022 Q1	$294K	Buy	+8,956	New	+$562K	0.15%	63

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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 $572M AUM 19.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Landmark Wealth Management (New York)'s USRT Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its iShares Core US REIT ETF (USRT) stake by 19% in Q1 2026, buying an estimated $80.2K and bringing the position to 8,232 shares worth $487K. The position accounts for 0.13% of the portfolio, ranked #113.

Landmark Wealth Management (New York) first reported a position in USRT in Q1 2022 and has held it in 12 quarters since. 401 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

Landmark Wealth Management (New York) held 8,232 shares of iShares Core US REIT ETF worth $487K as of Q1 2026.
Landmark Wealth Management (New York) bought 1,335 iShares Core US REIT ETF shares in Q1 2026, an estimated $80.2K.
iShares Core US REIT ETF made up 0.13% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #113 holding.
Landmark Wealth Management (New York) first reported a position in iShares Core US REIT ETF in Q1 2022 and has held it in 12 quarters since.
401 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.