PRTG
USRT icon

Post Resch Tallon Group’s iShares Core US REIT ETF USRT Stock Holding History

Post Resch Tallon 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
Q2 		$3.5M Sell
52,702
-69
-0.1% -$4.45K 2.42% 9
2026
Q1 		$3.13M Buy
52,771
+4,824
+10% +$290K 2.53% 9
2025
Q4 		$2.73M Buy
47,947
+11,693
+32% +$677K 2.31% 10
2025
Q3 		$2.13M Buy
36,254
+997
+3% +$57.2K 1.88% 16
2025
Q2 		$1.99M Buy
35,257
+387
+1% +$21.7K 1.92% 16
2025
Q1 		$1.99M Buy
34,870
+3,596
+11% +$208K 2.03% 13
2024
Q4 		$1.78M Buy
+31,274
New +$1.88M 1.71% 20

Other funds holding USRT

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Post Resch Tallon Group's USRT Position: Q2 2026 in Review

Post Resch Tallon Group reduced its iShares Core US REIT ETF (USRT) stake by 0.13% in Q2 2026, selling an estimated $4.45K and leaving 52,702 shares worth $3.5M. The position accounts for 2.42% of the portfolio, ranked #9.

Post Resch Tallon Group first reported a position in USRT in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Post Resch Tallon Group held 52,702 shares of iShares Core US REIT ETF worth $3.5M as of Q2 2026.
  • Post Resch Tallon Group sold 69 iShares Core US REIT ETF shares in Q2 2026, an estimated $4.45K.
  • iShares Core US REIT ETF made up 2.42% of Post Resch Tallon Group's portfolio in Q2 2026, its #9 holding.
  • Post Resch Tallon Group first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 69 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.