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 Q3	$3.45M	Buy	55,983 +3,281	+6%	+$217K	2.37%	9
2026 Q2	$3.5M	Sell	52,702 -69	-0.1%	-$4.44K	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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Post Resch Tallon Group's USRT Position: Q3 2026 in Review

Post Resch Tallon Group increased its iShares Core US REIT ETF (USRT) stake by 6.2% in Q3 2026, buying an estimated $217K and bringing the position to 55,983 shares worth $3.45M. The position accounts for 2.37% of the portfolio, ranked #9.

Post Resch Tallon Group first reported a position in USRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.5M in Q2 2026. 319 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Post Resch Tallon Group held 55,983 shares of iShares Core US REIT ETF worth $3.45M as of Q3 2026.
Post Resch Tallon Group bought 3,281 iShares Core US REIT ETF shares in Q3 2026, an estimated $217K.
iShares Core US REIT ETF made up 2.37% of Post Resch Tallon Group's portfolio in Q3 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 8 quarters since.
Post Resch Tallon Group's iShares Core US REIT ETF position peaked at $3.5M in Q2 2026.
319 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Post Resch Tallon Group's 13F filing for Q3 2026, filed 9 Oct 2026.