MPG
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My Portfolio Guide’s iShares Core US REIT ETF USRT Stock Holding History

My Portfolio Guide’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 		$2.5M Buy
+42,157
New +$2.53M 1.38% 16

Other funds holding USRT

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
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
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

My Portfolio Guide's USRT Position: Q1 2026 in Review

My Portfolio Guide opened a new position in iShares Core US REIT ETF (USRT) in Q1 2026: 42,157 shares worth $2.5M. The stake represents 1.38% of the portfolio and ranks #16 among its holdings.

405 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • My Portfolio Guide held 42,157 shares of iShares Core US REIT ETF worth $2.5M as of Q1 2026.
  • iShares Core US REIT ETF was a new My Portfolio Guide position in Q1 2026.
  • iShares Core US REIT ETF made up 1.38% of My Portfolio Guide's portfolio in Q1 2026, its #16 holding.
  • 405 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on My Portfolio Guide's 13F filing for Q1 2026, filed 6 May 2026.