MWA
USRT icon

MFA Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

MFA Wealth Advisors’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 		– Sell
-12,421
Closed -$708K – 93
2025
Q4 		$708K Sell
12,421
-7,204
-37% -$417K 0.15% 58
2025
Q3 		$1.15M Buy
19,625
+245
+1% +$14.1K 0.25% 47
2025
Q2 		$1.1M Sell
19,380
-2,083
-10% -$117K 0.26% 49
2025
Q1 		$1.24M Sell
21,463
-141
-0.7% -$8.17K 0.31% 39
2024
Q4 		$1.24M Sell
21,604
-470
-2% -$28.3K 0.32% 39
2024
Q3 		$1.36M Sell
22,074
-1,098
-5% -$64.1K 0.3% 44
2024
Q2 		$1.24M Buy
23,172
+1,312
+6% +$68.1K 0.27% 48
2024
Q1 		$1.18M Buy
21,860
+137
+0.6% +$7.26K 0.31% 45
2023
Q4 		$1.18M Sell
21,723
-24
-0.1% -$1.17K 0.33% 42
2023
Q3 		$1.03M Buy
+21,747
New +$1.11M 0.32% 41

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 $572M AUM 19.47% 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

MFA Wealth Advisors's USRT Position: Q1 2026 in Review

MFA Wealth Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2026, closing a stake of 12,421 shares — an estimated $708K sold.

MFA Wealth Advisors first reported a position in USRT in Q3 2023 and held it in 10 quarters. The position peaked at $1.36M in Q3 2024. 401 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • MFA Wealth Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • MFA Wealth Advisors sold 12,421 iShares Core US REIT ETF shares in Q1 2026, an estimated $708K.
  • MFA Wealth Advisors first reported a position in iShares Core US REIT ETF in Q3 2023 and held it in 10 quarters.
  • MFA Wealth Advisors's iShares Core US REIT ETF position peaked at $1.36M in Q3 2024.
  • 401 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on MFA Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.