Q1WB
USRT icon

Quest 10 Wealth Builders’s iShares Core US REIT ETF USRT Stock Holding History

Quest 10 Wealth Builders’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 		$1.18M Buy
17,714
+222
+1% +$14.3K 0.91% 30
2026
Q1 		$1.04M Buy
17,492
+316
+2% +$19K 0.91% 29
2025
Q4 		$978K Sell
17,176
-132
-0.8% -$7.64K 0.88% 30
2025
Q3 		$1.02M Sell
17,308
-261
-1% -$15K 0.94% 28
2025
Q2 		$994K Sell
17,569
-308
-2% -$17.3K 0.97% 26
2025
Q1 		$1.04M Sell
17,877
-678
-4% -$39.3K 1.12% 21
2024
Q4 		$1.06M Buy
+18,555
New +$1.12M 1.06% 21

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

Quest 10 Wealth Builders's USRT Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its iShares Core US REIT ETF (USRT) stake by 1.3% in Q2 2026, buying an estimated $14.3K and bringing the position to 17,714 shares worth $1.18M. The position accounts for 0.91% of the portfolio, ranked #30.

Quest 10 Wealth Builders 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.

  • Quest 10 Wealth Builders held 17,714 shares of iShares Core US REIT ETF worth $1.18M as of Q2 2026.
  • Quest 10 Wealth Builders bought 222 iShares Core US REIT ETF shares in Q2 2026, an estimated $14.3K.
  • iShares Core US REIT ETF made up 0.91% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #30 holding.
  • Quest 10 Wealth Builders 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 Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.