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Peak Financial Management’s iShares Core US REIT ETF USRT Stock Holding History

Peak Financial Management’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 		$6.96M Buy
104,740
+2,171
+2% +$140K 1.6% 22
2026
Q1 		$6.07M Buy
102,569
+3,778
+4% +$227K 1.54% 21
2025
Q4 		$5.63M Buy
98,791
+1,753
+2% +$102K 1.45% 22
2025
Q3 		$5.7M Buy
97,038
+2,320
+2% +$133K 1.51% 22
2025
Q2 		$5.36M Buy
94,718
+1,440
+2% +$80.7K 1.52% 20
2025
Q1 		$5.37M Buy
93,278
+1,671
+2% +$96.8K 1.61% 21
2024
Q4 		$5.25M Buy
91,607
+808
+0.9% +$48.6K 1.57% 22
2024
Q3 		$5.59M Buy
90,799
+33
+0% +$1.93K 1.64% 22
2024
Q2 		$4.86M Buy
90,766
+1,020
+1% +$52.9K 1.52% 24
2024
Q1 		$4.83M Buy
89,746
+4,292
+5% +$227K 1.53% 24
2023
Q4 		$4.64M Buy
85,454
+3,717
+5% +$182K 1.56% 24
2023
Q3 		$3.86M Buy
81,737
+64,383
+371% +$3.29M 1.4% 27
2023
Q2 		$892K Buy
+17,354
New +$869K 0.32% 43

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

Peak Financial Management's USRT Position: Q2 2026 in Review

Peak Financial Management increased its iShares Core US REIT ETF (USRT) stake by 2.1% in Q2 2026, buying an estimated $140K and bringing the position to 104,740 shares worth $6.96M. The position accounts for 1.6% of the portfolio, ranked #22.

Peak Financial Management first reported a position in USRT in Q2 2023 and has held it in 13 quarters since. 441 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Peak Financial Management held 104,740 shares of iShares Core US REIT ETF worth $6.96M as of Q2 2026.
  • Peak Financial Management bought 2,171 iShares Core US REIT ETF shares in Q2 2026, an estimated $140K.
  • iShares Core US REIT ETF made up 1.6% of Peak Financial Management's portfolio in Q2 2026, its #22 holding.
  • Peak Financial Management first reported a position in iShares Core US REIT ETF in Q2 2023 and has held it in 13 quarters since.
  • 441 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.