Rehmann Capital Advisory Group’s iShares Core US REIT ETF USRT Stock Holding History

Rehmann Capital Advisory Group’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	–	Sell	-6,070	Closed	-$346K	–	706
2025 Q4	$346K	Buy	+6,070	New	+$351K	0.02%	488
2025 Q1	–	Sell	-4,648	Closed	-$266K	–	625
2024 Q4	$266K	Buy	+4,648	New	+$280K	0.02%	502
2023 Q1	–	Sell	-5,161	Closed	-$255K	–	576
2022 Q4	$255K	Buy	+5,161	New	+$256K	0.03%	458
2019 Q3	–	Sell	-2,089	Closed	-$109K	–	2104
2019 Q2	$109K	Buy	2,089 +29	+1%	+$1.51K	0.01%	591
2019 Q1	$107K	Buy	+2,060	New	+$102K	0.01%	575
2018 Q4	–	Sell	-2,060	Closed	-$99.7K	–	2112
2018 Q3	$99.7K	Hold	2,060	–	–	0.01%	589
2018 Q2	$101K	Hold	2,060	–	–	0.01%	562
2018 Q1	$93K	Buy	+2,060	New	+$94.3K	0.01%	564

Other funds holding USRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Rehmann Capital Advisory Group's USRT Position: Q1 2026 in Review

Rehmann Capital Advisory Group sold out of iShares Core US REIT ETF (USRT) in Q1 2026, closing a stake of 6,070 shares — an estimated $346K sold.

Rehmann Capital Advisory Group first reported a position in USRT in Q1 2018 and held it in 8 quarters. The position peaked at $346K in Q4 2025. 406 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

Rehmann Capital Advisory Group reported no remaining iShares Core US REIT ETF position as of Q1 2026 after selling out during the quarter.
Rehmann Capital Advisory Group sold 6,070 iShares Core US REIT ETF shares in Q1 2026, an estimated $346K.
Rehmann Capital Advisory Group first reported a position in iShares Core US REIT ETF in Q1 2018 and held it in 8 quarters.
Rehmann Capital Advisory Group's iShares Core US REIT ETF position peaked at $346K in Q4 2025.
406 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.