MFT
USRT icon

Moisand Fitzgerald Tamayo’s iShares Core US REIT ETF USRT Stock Holding History

Moisand Fitzgerald Tamayo’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 		$970K Sell
14,599
-138
-0.9% -$8.89K 0.09% 58
2026
Q1 		$872K Sell
14,737
-267
-2% -$16K 0.09% 57
2025
Q4 		$855K Sell
15,004
-36
-0.2% -$2.08K 0.1% 59
2025
Q3 		$883K Sell
15,040
-215
-1% -$12.3K 0.1% 58
2025
Q2 		$863K Sell
15,255
-45
-0.3% -$2.52K 0.11% 57
2025
Q1 		$881K Sell
15,300
-356
-2% -$20.6K 0.12% 52
2024
Q4 		$897K Sell
15,656
-2,084
-12% -$125K 0.13% 51
2024
Q3 		$1.09M Sell
17,740
-531
-3% -$31K 0.15% 48
2024
Q2 		$979K Sell
18,271
-15,603
-46% -$809K 0.15% 48
2024
Q1 		$1.82M Sell
33,874
-18,813
-36% -$997K 0.28% 35
2023
Q4 		$2.86M Sell
52,687
-51,244
-49% -$2.51M 0.49% 28
2023
Q3 		$4.9M Buy
103,931
+1,069
+1% +$54.7K 1.03% 19
2023
Q2 		$5.29M Buy
102,862
+3,350
+3% +$168K 1.08% 19
2023
Q1 		$5.02M Buy
99,512
+7,737
+8% +$401K 1.07% 19
2022
Q4 		$4.54M Buy
91,775
+5,541
+6% +$275K 1.03% 19
2022
Q3 		$4.1M Buy
86,234
+4,271
+5% +$235K 1.12% 18
2022
Q2 		$4.38M Buy
81,963
+28,791
+54% +$1.69M 1.18% 18
2022
Q1 		$3.44M Sell
53,172
-27,866
-34% -$1.75M 1.56% 18
2021
Q4 		$5.48M Sell
81,038
-4,253
-5% -$271K 1.54% 20
2021
Q3 		$5M Buy
85,291
+1,690
+2% +$103K 1.68% 18
2021
Q2 		$4.88M Buy
83,601
+2,601
+3% +$148K 1.77% 16
2021
Q1 		$4.24M Buy
81,000
+2,214
+3% +$111K 1.83% 15
2020
Q4 		$3.81M Buy
78,786
+1,834
+2% +$85.5K 1.72% 15
2020
Q3 		$3.37M Buy
76,952
+1,871
+2% +$83.5K 1.74% 15
2020
Q2 		$3.27M Buy
75,081
+5,500
+8% +$231K 1.8% 15
2020
Q1 		$2.73M Buy
69,581
+11,656
+20% +$595K 1.78% 17
2019
Q4 		$3.16M Buy
57,925
+1,232
+2% +$67.8K 1.63% 18
2019
Q3 		$3.15M Buy
56,693
+989
+2% +$53.2K 1.7% 16
2019
Q2 		$2.9M Buy
55,704
+749
+1% +$39K 1.58% 17
2019
Q1 		$2.84M Sell
54,955
-1,059
-2% -$52.5K 1.58% 17
2018
Q4 		$2.51M Hold
56,014
– – 1.57% 18
2018
Q3 		$2.71M Sell
56,014
-1,212
-2% -$60.4K 1.51% 18
2018
Q2 		$2.81M Buy
57,226
+514
+0.9% +$24K 1.64% 18
2018
Q1 		$2.56M Buy
+56,712
New +$2.6M 1.52% 18

Other funds holding USRT

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Moisand Fitzgerald Tamayo's USRT Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its iShares Core US REIT ETF (USRT) stake by 0.94% in Q2 2026, selling an estimated $8.89K and leaving 14,599 shares worth $970K. The position accounts for 0.09% of the portfolio, ranked #58.

Moisand Fitzgerald Tamayo first reported a position in USRT in Q1 2018 and has held it in 34 quarters since. The position peaked at $5.48M in Q4 2021. 94 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 14,599 shares of iShares Core US REIT ETF worth $970K as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 138 iShares Core US REIT ETF shares in Q2 2026, an estimated $8.89K.
  • iShares Core US REIT ETF made up 0.09% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #58 holding.
  • Moisand Fitzgerald Tamayo first reported a position in iShares Core US REIT ETF in Q1 2018 and has held it in 34 quarters since.
  • Moisand Fitzgerald Tamayo's iShares Core US REIT ETF position peaked at $5.48M in Q4 2021.
  • 94 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.