Moller Wealth Partners
USRT icon

Moller Wealth Partners’s iShares Core US REIT ETF USRT Stock Holding History

Moller Wealth Partners’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
Q3 		$13.1M Buy
212,750
+5,822
+3% +$386K 2.4% 17
2026
Q2 		$13.8M Buy
+206,928
New +$13.3M 2.49% 17

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Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Moller Wealth Partners's USRT Position: Q3 2026 in Review

Moller Wealth Partners increased its iShares Core US REIT ETF (USRT) stake by 2.8% in Q3 2026, buying an estimated $386K and bringing the position to 212,750 shares worth $13.1M. The position accounts for 2.4% of the portfolio, ranked #17.

Moller Wealth Partners first reported a position in USRT in Q2 2026 and has held it in 2 quarters since. The position peaked at $13.8M in Q2 2026. 193 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Moller Wealth Partners held 212,750 shares of iShares Core US REIT ETF worth $13.1M as of Q3 2026.
  • Moller Wealth Partners bought 5,822 iShares Core US REIT ETF shares in Q3 2026, an estimated $386K.
  • iShares Core US REIT ETF made up 2.4% of Moller Wealth Partners's portfolio in Q3 2026, its #17 holding.
  • Moller Wealth Partners first reported a position in iShares Core US REIT ETF in Q2 2026 and has held it in 2 quarters since.
  • Moller Wealth Partners's iShares Core US REIT ETF position peaked at $13.8M in Q2 2026.
  • 193 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.