MGIA
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Moneta Group Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Moneta Group Investment 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
Q2 		$1.51M Sell
22,662
-2,393
-10% -$154K 0.01% 333
2026
Q1 		$1.48M Sell
25,055
-655
-3% -$39.4K 0.01% 305
2025
Q4 		$1.46M Buy
25,710
+102
+0.4% +$5.91K 0.01% 306
2025
Q3 		$1.5M Sell
25,608
-9,313
-27% -$535K 0.01% 294
2025
Q2 		$1.98M Sell
34,921
-2,052
-6% -$115K 0.02% 224
2025
Q1 		$2.13M Sell
36,973
-1,295
-3% -$75K 0.03% 204
2024
Q4 		$2.19M Sell
38,268
-3,811
-9% -$229K 0.03% 195
2024
Q3 		$2.59M Sell
42,079
-6,653
-14% -$388K 0.04% 175
2024
Q2 		$2.61M Sell
48,732
-3,563
-7% -$185K 0.04% 167
2024
Q1 		$2.81M Sell
52,295
-7,904
-13% -$419K 0.05% 159
2023
Q4 		$3.27M Sell
60,199
-8,926
-13% -$437K 0.06% 136
2023
Q3 		$3.26M Sell
69,125
-1,579
-2% -$80.8K 0.07% 131
2023
Q2 		$3.63M Buy
70,704
+3,389
+5% +$170K 0.08% 125
2023
Q1 		$3.39M Sell
67,315
-5,991
-8% -$310K 0.08% 127
2022
Q4 		$4.01M Sell
73,306
-14,568
-17% -$722K 0.11% 111
2022
Q3 		$4.17M Sell
87,874
-15,572
-15% -$857K 0.16% 92
2022
Q2 		$5.52M Sell
103,446
-17,173
-14% -$1.01M 0.19% 87
2022
Q1 		$7.8M Sell
120,619
-1,248
-1% -$78.4K 0.31% 65
2021
Q4 		$8.24M Sell
121,867
-3,828
-3% -$243K 0.33% 60
2021
Q3 		$7.37M Buy
125,695
+10,577
+9% +$643K 0.34% 62
2021
Q2 		$6.72M Buy
115,118
+6,034
+6% +$342K 0.31% 70
2021
Q1 		$5.72M Buy
109,084
+9,621
+10% +$484K 0.3% 70
2020
Q4 		$4.82M Buy
99,463
+4,881
+5% +$228K 0.35% 63
2020
Q3 		$4.14M Buy
94,582
+8,243
+10% +$368K 0.36% 59
2020
Q2 		$3.75M Buy
86,339
+15,698
+22% +$659K 0.36% 58
2020
Q1 		$2.77M Buy
70,641
+18,342
+35% +$937K 0.29% 66
2019
Q4 		$2.85M Buy
52,299
+1,408
+3% +$77.5K 0.24% 65
2019
Q3 		$2.83M Buy
50,891
+36,604
+256% +$1.97M 0.26% 68
2019
Q2 		$2.67M Sell
14,287
-4,758
-25% -$248K 0.26% 68
2019
Q1 		$985K Sell
19,045
-1,044
-5% -$51.7K 0.1% 98
2018
Q4 		$901K Sell
20,089
-1,493
-7% -$70.7K 0.11% 104
2018
Q3 		$1.04M Buy
+21,582
New +$1.08M 0.11% 103

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Moneta Group Investment Advisors's USRT Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares Core US REIT ETF (USRT) stake by 9.6% in Q2 2026, selling an estimated $154K and leaving 22,662 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #333.

Moneta Group Investment Advisors first reported a position in USRT in Q3 2018 and has held it in 32 quarters since. The position peaked at $8.24M in Q4 2021. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Moneta Group Investment Advisors held 22,662 shares of iShares Core US REIT ETF worth $1.51M as of Q2 2026.
  • Moneta Group Investment Advisors sold 2,393 iShares Core US REIT ETF shares in Q2 2026, an estimated $154K.
  • iShares Core US REIT ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #333 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Core US REIT ETF in Q3 2018 and has held it in 32 quarters since.
  • Moneta Group Investment Advisors's iShares Core US REIT ETF position peaked at $8.24M in Q4 2021.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.