MAM
USRT icon

MMA Asset Management’s iShares Core US REIT ETF USRT Stock Holding History

MMA Asset 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 		$998K Buy
16,855
+4,210
+33% +$253K 0.35% 55
2025
Q4 		$720K Sell
12,645
-387
-3% -$22.4K 0.26% 76
2025
Q3 		$765K Buy
13,032
+3,369
+35% +$193K 0.26% 76
2025
Q2 		$547K Buy
+9,663
New +$542K 0.21% 90

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 $537M AUM 13.53% 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

MMA Asset Management's USRT Position: Q1 2026 in Review

MMA Asset Management increased its iShares Core US REIT ETF (USRT) stake by 33% in Q1 2026, buying an estimated $253K and bringing the position to 16,855 shares worth $998K. The position accounts for 0.35% of the portfolio, ranked #55.

MMA Asset Management first reported a position in USRT in Q2 2025 and has held it in 4 quarters since. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • MMA Asset Management held 16,855 shares of iShares Core US REIT ETF worth $998K as of Q1 2026.
  • MMA Asset Management bought 4,210 iShares Core US REIT ETF shares in Q1 2026, an estimated $253K.
  • iShares Core US REIT ETF made up 0.35% of MMA Asset Management's portfolio in Q1 2026, its #55 holding.
  • MMA Asset Management first reported a position in iShares Core US REIT ETF in Q2 2025 and has held it in 4 quarters since.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.