Nautilus Advisors
USRT icon

Nautilus Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Nautilus 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
Q3 		$936K Buy
15,201
+955
+7% +$63.3K 0.57% 47
2026
Q2 		$951K Buy
14,246
+1,714
+14% +$110K 0.56% 50
2026
Q1 		$742K Buy
12,532
+7,867
+169% +$473K 0.51% 56
2025
Q4 		$266K Buy
+4,665
New +$270K 0.17% 142

Other funds holding USRT

TCOT
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Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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
S.R. Schill & Associates
S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Nautilus Advisors's USRT Position: Q3 2026 in Review

Nautilus Advisors increased its iShares Core US REIT ETF (USRT) stake by 6.7% in Q3 2026, buying an estimated $63.3K and bringing the position to 15,201 shares worth $936K. The position accounts for 0.57% of the portfolio, ranked #47.

Nautilus Advisors first reported a position in USRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $951K in Q2 2026. 112 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Nautilus Advisors held 15,201 shares of iShares Core US REIT ETF worth $936K as of Q3 2026.
  • Nautilus Advisors bought 955 iShares Core US REIT ETF shares in Q3 2026, an estimated $63.3K.
  • iShares Core US REIT ETF made up 0.57% of Nautilus Advisors's portfolio in Q3 2026, its #47 holding.
  • Nautilus Advisors first reported a position in iShares Core US REIT ETF in Q4 2025 and has held it in 4 quarters since.
  • Nautilus Advisors's iShares Core US REIT ETF position peaked at $951K in Q2 2026.
  • 112 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.