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NBC Securities’s iShares Core US REIT ETF USRT Stock Holding History

NBC Securities’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 		$6.64K Hold
100
– – ﹤0.01% 2007
2026
Q1 		$5.92K Hold
100
– – ﹤0.01% 2068
2025
Q4 		$5.7K Hold
100
– – ﹤0.01% 2168
2025
Q3 		$5.87K Hold
100
– – ﹤0.01% 2155
2025
Q2 		$5K Buy
+100
New +$5.61K ﹤0.01% 2117

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

NBC Securities's USRT Position: Q2 2026 in Review

NBC Securities held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 100 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

NBC Securities first reported a position in USRT in Q2 2025 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • NBC Securities held 100 shares of iShares Core US REIT ETF worth $6.64K as of Q2 2026.
  • NBC Securities left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #2007 holding.
  • NBC Securities first reported a position in iShares Core US REIT ETF in Q2 2025 and has held it in 5 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.