NW
USRT icon

NewEdge Wealth’s iShares Core US REIT ETF USRT Stock Holding History

NewEdge Wealth’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 		$232K Hold
3,918
– – ﹤0.01% 1041
2025
Q4 		$223K Hold
3,918
– – ﹤0.01% 1121
2025
Q3 		$226K Buy
+3,918
New +$225K ﹤0.01% 956

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

NewEdge Wealth's USRT Position: Q1 2026 in Review

NewEdge Wealth held its iShares Core US REIT ETF (USRT) position steady in Q1 2026 at 3,918 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

NewEdge Wealth first reported a position in USRT in Q3 2025 and has held it in 3 quarters since. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • NewEdge Wealth held 3,918 shares of iShares Core US REIT ETF worth $232K as of Q1 2026.
  • NewEdge Wealth left its iShares Core US REIT ETF share count unchanged in Q1 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1041 holding.
  • NewEdge Wealth first reported a position in iShares Core US REIT ETF in Q3 2025 and has held it in 3 quarters since.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.