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Prime Capital Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Prime Capital Investment Advisors’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
Q1 		$45.8M Buy
774,046
+767,966
+12,631% +$46.1M 0.53% 48
2025
Q4 		$346K Sell
6,080
-120
-2% -$6.95K ﹤0.01% 769
2025
Q3 		$364K Sell
6,200
-3,216
-34% -$185K ﹤0.01% 742
2025
Q2 		$533K Sell
9,416
-7,642
-45% -$428K 0.01% 600
2025
Q1 		$983K Sell
17,058
-359,870
-95% -$20.8M 0.01% 503
2024
Q4 		$21.6M Sell
376,928
-4,895
-1% -$294K 0.31% 61
2024
Q3 		$23.5M Sell
381,823
-6,567
-2% -$383K 0.33% 60
2024
Q2 		$20.8M Buy
388,390
+383,808
+8,376% +$19.9M 0.31% 65
2024
Q1 		$247K Sell
4,582
-154
-3% -$8.16K ﹤0.01% 841
2023
Q4 		$257K Buy
+4,736
New +$232K ﹤0.01% 786

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Prime Capital Investment Advisors's USRT Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its iShares Core US REIT ETF (USRT) stake by 12,631% in Q1 2026, buying an estimated $46.1M and bringing the position to 774,046 shares worth $45.8M. The position accounts for 0.53% of the portfolio, ranked #48.

Prime Capital Investment Advisors first reported a position in USRT in Q4 2023 and has held it in 10 quarters since. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Prime Capital Investment Advisors held 774,046 shares of iShares Core US REIT ETF worth $45.8M as of Q1 2026.
  • Prime Capital Investment Advisors bought 767,966 iShares Core US REIT ETF shares in Q1 2026, an estimated $46.1M.
  • iShares Core US REIT ETF made up 0.53% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #48 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 10 quarters since.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.