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Presilium Private Wealth’s iShares Core US REIT ETF USRT Stock Holding History

Presilium Private Wealth’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 		$726K Sell
10,928
-152
-1% -$9.79K 0.11% 47
2026
Q1 		$656K Buy
11,080
+276
+3% +$16.6K 0.12% 44
2025
Q4 		$615K Buy
10,804
+169
+2% +$9.79K 0.11% 45
2025
Q3 		$624K Buy
10,635
+1,215
+13% +$69.7K 0.12% 46
2025
Q2 		$533K Sell
9,420
-25,372
-73% -$1.42M 0.11% 49
2025
Q1 		$2M Sell
34,792
-28,683
-45% -$1.66M 0.45% 23
2024
Q4 		$3.64M Sell
63,475
-51
-0.1% -$3.07K 0.84% 21
2024
Q3 		$3.91M Sell
63,526
-1,127
-2% -$65.8K 0.9% 19
2024
Q2 		$3.46M Sell
64,653
-7,403
-10% -$384K 0.87% 21
2024
Q1 		$3.88M Sell
72,056
-2,916
-4% -$154K 1.03% 18
2023
Q4 		$4.07M Buy
+74,972
New +$3.67M 1.16% 18

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

Presilium Private Wealth's USRT Position: Q2 2026 in Review

Presilium Private Wealth reduced its iShares Core US REIT ETF (USRT) stake by 1.4% in Q2 2026, selling an estimated $9.79K and leaving 10,928 shares worth $726K. The position accounts for 0.11% of the portfolio, ranked #47.

Presilium Private Wealth first reported a position in USRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.07M in Q4 2023. 438 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Presilium Private Wealth held 10,928 shares of iShares Core US REIT ETF worth $726K as of Q2 2026.
  • Presilium Private Wealth sold 152 iShares Core US REIT ETF shares in Q2 2026, an estimated $9.79K.
  • iShares Core US REIT ETF made up 0.11% of Presilium Private Wealth's portfolio in Q2 2026, its #47 holding.
  • Presilium Private Wealth first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • Presilium Private Wealth's iShares Core US REIT ETF position peaked at $4.07M in Q4 2023.
  • 438 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.