SL
USRT icon

Salomon & Ludwin’s iShares Core US REIT ETF USRT Stock Holding History

Salomon & Ludwin’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 		$3.49K Hold
58
– – ﹤0.01% 1850
2025
Q4 		$3.31K Hold
58
– – ﹤0.01% 1910
2025
Q3 		$3.41K Hold
58
– – ﹤0.01% 1865
2025
Q2 		$3.31K Hold
58
– – ﹤0.01% 603
2025
Q1 		$3.34K Hold
58
– – ﹤0.01% 548
2024
Q4 		$3.32K Hold
58
– – ﹤0.01% 546
2024
Q3 		$3.57K Hold
58
– – ﹤0.01% 556
2024
Q2 		$3.11K Hold
58
– – ﹤0.01% 568
2024
Q1 		$3.12K Hold
58
– – ﹤0.01% 690
2023
Q4 		$2.74K Hold
58
– – ﹤0.01% 635
2023
Q3 		$2.74K Buy
+58
New +$2.97K ﹤0.01% 633

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Salomon & Ludwin's USRT Position: Q1 2026 in Review

Salomon & Ludwin held its iShares Core US REIT ETF (USRT) position steady in Q1 2026 at 58 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Salomon & Ludwin first reported a position in USRT in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.57K in Q3 2024. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Salomon & Ludwin held 58 shares of iShares Core US REIT ETF worth $3.49K as of Q1 2026.
  • Salomon & Ludwin left its iShares Core US REIT ETF share count unchanged in Q1 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1850 holding.
  • Salomon & Ludwin first reported a position in iShares Core US REIT ETF in Q3 2023 and has held it in 11 quarters since.
  • Salomon & Ludwin's iShares Core US REIT ETF position peaked at $3.57K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.