SAG
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SageView Advisory Group’s iShares Core US REIT ETF USRT Stock Holding History

SageView 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
-2,447
Closed -$139K – 2329
2025
Q4 		$139K Buy
+2,447
New +$142K ﹤0.01% 712
2025
Q2 		– Sell
-5,604
Closed -$323K – 641
2025
Q1 		$323K Sell
5,604
-2,313
-29% -$134K 0.01% 450
2024
Q4 		$454K Buy
+7,917
New +$476K 0.02% 360
2024
Q2 		– Sell
-21,095
Closed -$11.1M – 776
2024
Q1 		$11.1M Buy
21,095
+16,413
+351% +$869K 0.56% 26
2023
Q4 		$246K Buy
+4,682
New +$229K 0.01% 569

Other funds holding USRT

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
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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
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

SageView Advisory Group's USRT Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Core US REIT ETF (USRT) in Q1 2026, closing a stake of 2,447 shares — an estimated $139K sold.

SageView Advisory Group first reported a position in USRT in Q4 2023 and held it in 5 quarters. The position peaked at $11.1M in Q1 2024. 406 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Core US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 2,447 iShares Core US REIT ETF shares in Q1 2026, an estimated $139K.
  • SageView Advisory Group first reported a position in iShares Core US REIT ETF in Q4 2023 and held it in 5 quarters.
  • SageView Advisory Group's iShares Core US REIT ETF position peaked at $11.1M in Q1 2024.
  • 406 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.