Paladin Advisory Group
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
Q3 		$123 Hold
2
– – ﹤0.01% 241
2026
Q2 		$133 Hold
2
– – ﹤0.01% 242
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 $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

Paladin Advisory Group's USRT Position: Q3 2026 in Review

Paladin Advisory Group held its iShares Core US REIT ETF (USRT) position steady in Q3 2026 at 2 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Paladin Advisory Group first reported a position in USRT in Q2 2023 and has held it in 14 quarters since. The position peaked at $133 in Q2 2026. 416 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Paladin Advisory Group held 2 shares of iShares Core US REIT ETF worth $123 as of Q3 2026.
  • Paladin Advisory Group left its iShares Core US REIT ETF share count unchanged in Q3 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Paladin Advisory Group's portfolio in Q3 2026, its #241 holding.
  • Paladin Advisory Group first reported a position in iShares Core US REIT ETF in Q2 2023 and has held it in 14 quarters since.
  • Paladin Advisory Group's iShares Core US REIT ETF position peaked at $133 in Q2 2026.
  • 416 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.