PF
USRT icon

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

PlanVest Financial’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 		$57K Hold
858
– – 0.04% 206
2026
Q1 		$50.8K Buy
+858
New +$51.5K 0.04% 205

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

PlanVest Financial's USRT Position: Q2 2026 in Review

PlanVest Financial held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 858 shares worth $57K. The position accounts for 0.04% of the portfolio, ranked #206.

PlanVest Financial first reported a position in USRT in Q1 2026 and has held it in 2 quarters since. 430 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • PlanVest Financial held 858 shares of iShares Core US REIT ETF worth $57K as of Q2 2026.
  • PlanVest Financial left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #206 holding.
  • PlanVest Financial first reported a position in iShares Core US REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 430 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.