Peak Financial Management
USRT icon

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
Q3 		$6.55M Buy
106,395
+1,655
+2% +$110K 1.49% 23
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

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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
S.R. Schill & Associates
S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Peak Financial Management's USRT Position: Q3 2026 in Review

Peak Financial Management increased its iShares Core US REIT ETF (USRT) stake by 1.6% in Q3 2026, buying an estimated $110K and bringing the position to 106,395 shares worth $6.55M. The position accounts for 1.49% of the portfolio, ranked #23.

Peak Financial Management first reported a position in USRT in Q2 2023 and has held it in 14 quarters since. The position peaked at $6.96M in Q2 2026. 137 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Peak Financial Management held 106,395 shares of iShares Core US REIT ETF worth $6.55M as of Q3 2026.
  • Peak Financial Management bought 1,655 iShares Core US REIT ETF shares in Q3 2026, an estimated $110K.
  • iShares Core US REIT ETF made up 1.49% of Peak Financial Management's portfolio in Q3 2026, its #23 holding.
  • Peak Financial Management first reported a position in iShares Core US REIT ETF in Q2 2023 and has held it in 14 quarters since.
  • Peak Financial Management's iShares Core US REIT ETF position peaked at $6.96M in Q2 2026.
  • 137 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Peak Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.