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

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

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. 442 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.
  • 442 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.