PAG
USRT icon

Paladin Advisory Group’s iShares Core US REIT ETF USRT Stock Holding History

Paladin Advisory Group’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 		$118 Hold
2
– – ﹤0.01% 240
2025
Q4 		$114 Hold
2
– – ﹤0.01% 243
2025
Q3 		$117 Hold
2
– – ﹤0.01% 238
2025
Q2 		$113 Hold
2
– – ﹤0.01% 249
2025
Q1 		$115 Hold
2
– – ﹤0.01% 229
2024
Q4 		$115 Hold
2
– – ﹤0.01% 236
2024
Q3 		$123 Hold
2
– – ﹤0.01% 235
2024
Q2 		$106 Hold
2
– – ﹤0.01% 225
2024
Q1 		$106 Hold
2
– – ﹤0.01% 226
2023
Q4 		$109 Hold
2
– – ﹤0.01% 228
2023
Q3 		$94 Hold
2
– – ﹤0.01% 259
2023
Q2 		$103 Buy
+2
New +$100 ﹤0.01% 267

Other funds holding USRT

BlackRock
BlackRock New York $5.7T 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 $70.5B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return