PCS
USRT icon

Private Client Services’s iShares Core US REIT ETF USRT Stock Holding History

Private Client Services’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 		$2.75M Sell
44,687
-1,822
-4% -$121K 0.74% 30
2026
Q2 		$3.09M Sell
46,509
-8,423
-15% -$543K 0.81% 26
2026
Q1 		$3.25M Buy
54,932
+721
+1% +$43.3K 0.97% 25
2025
Q4 		$3.09M Buy
54,211
+9,727
+22% +$563K 0.97% 26
2025
Q3 		$2.61M Buy
44,484
+18,453
+71% +$1.06M 0.87% 31
2025
Q2 		$1.47M Buy
26,031
+8,710
+50% +$488K 0.57% 49
2025
Q1 		$998K Buy
17,321
+7,509
+77% +$435K 0.49% 52
2024
Q4 		$562K Sell
9,812
-6,065
-38% -$365K 0.3% 74
2024
Q3 		$978K Buy
15,877
+2,085
+15% +$122K 0.53% 53
2024
Q2 		$739K Buy
13,792
+417
+3% +$21.6K 0.46% 59
2024
Q1 		$720K Buy
13,375
+585
+5% +$31K 0.48% 57
2023
Q4 		$694K Buy
+12,790
New +$626K 0.57% 53

Other funds holding USRT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Private Client Services's USRT Position: Q3 2026 in Review

Private Client Services reduced its iShares Core US REIT ETF (USRT) stake by 3.9% in Q3 2026, selling an estimated $121K and leaving 44,687 shares worth $2.75M. The position accounts for 0.74% of the portfolio, ranked #30.

Private Client Services first reported a position in USRT in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.25M in Q1 2026. 33 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Private Client Services held 44,687 shares of iShares Core US REIT ETF worth $2.75M as of Q3 2026.
  • Private Client Services sold 1,822 iShares Core US REIT ETF shares in Q3 2026, an estimated $121K.
  • iShares Core US REIT ETF made up 0.74% of Private Client Services's portfolio in Q3 2026, its #30 holding.
  • Private Client Services first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 12 quarters since.
  • Private Client Services's iShares Core US REIT ETF position peaked at $3.25M in Q1 2026.
  • 33 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.