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

Realta 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
Q2 		$7.11K Buy
107
+12
+13% +$773 ﹤0.01% 328
2026
Q1 		$5.62K Buy
95
+20
+27% +$1.2K ﹤0.01% 322
2025
Q4 		$4.27K Buy
75
+47
+168% +$2.72K ﹤0.01% 319
2025
Q3 		$1.64K Buy
+28
New +$1.61K ﹤0.01% 314
2024
Q4 		– Sell
-9,322
Closed -$564K – 412
2024
Q3 		$564K Buy
+9,322
New +$544K 0.26% 98

Other funds holding USRT

TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Realta Investment Advisors's USRT Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares Core US REIT ETF (USRT) stake by 13% in Q2 2026, buying an estimated $773 and bringing the position to 107 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Realta Investment Advisors first reported a position in USRT in Q3 2024 and has held it in 5 quarters since. The position peaked at $564K in Q3 2024. 201 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Realta Investment Advisors held 107 shares of iShares Core US REIT ETF worth $7.11K as of Q2 2026.
  • Realta Investment Advisors bought 12 iShares Core US REIT ETF shares in Q2 2026, an estimated $773.
  • iShares Core US REIT ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #328 holding.
  • Realta Investment Advisors first reported a position in iShares Core US REIT ETF in Q3 2024 and has held it in 5 quarters since.
  • Realta Investment Advisors's iShares Core US REIT ETF position peaked at $564K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.