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MPS Loria Financial Planners’s iShares Core US REIT ETF USRT Stock Holding History

MPS Loria Financial Planners’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 		$18.3M Buy
275,472
+7,936
+3% +$511K 4.21% 5
2026
Q1 		$15.8M Buy
267,536
+16,887
+7% +$1.01M 4.18% 5
2025
Q4 		$14.3M Buy
250,649
+3,938
+2% +$228K 3.67% 5
2025
Q3 		$14.5M Buy
246,711
+6,315
+3% +$363K 3.85% 5
2025
Q2 		$13.6M Sell
240,396
-7,399
-3% -$415K 4% 5
2025
Q1 		$14.3M Buy
+247,795
New +$14.4M 4.23% 5

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

MPS Loria Financial Planners's USRT Position: Q2 2026 in Review

MPS Loria Financial Planners increased its iShares Core US REIT ETF (USRT) stake by 3% in Q2 2026, buying an estimated $511K and bringing the position to 275,472 shares worth $18.3M. The position accounts for 4.21% of the portfolio, ranked #5.

MPS Loria Financial Planners first reported a position in USRT in Q1 2025 and has held it in 6 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • MPS Loria Financial Planners held 275,472 shares of iShares Core US REIT ETF worth $18.3M as of Q2 2026.
  • MPS Loria Financial Planners bought 7,936 iShares Core US REIT ETF shares in Q2 2026, an estimated $511K.
  • iShares Core US REIT ETF made up 4.21% of MPS Loria Financial Planners's portfolio in Q2 2026, its #5 holding.
  • MPS Loria Financial Planners first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.