SWM
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Seaside Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Seaside Wealth Management’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 		$448K Hold
6,748
– – 0.11% 44
2026
Q1 		$399K Hold
6,748
– – 0.11% 44
2025
Q4 		$384K Hold
6,748
– – 0.11% 44
2025
Q3 		$396K Hold
6,748
– – 0.12% 47
2025
Q2 		$382K Buy
6,748
+2,206
+49% +$124K 0.12% 47
2025
Q1 		$262K Buy
4,542
+94
+2% +$5.44K 0.09% 52
2024
Q4 		$255K Sell
4,448
-25
-0.6% -$1.5K 0.09% 52
2024
Q3 		$275K Hold
4,473
– – 0.1% 47
2024
Q2 		$240K Hold
4,473
– – 0.1% 54
2024
Q1 		$241K Sell
4,473
-2
-0% -$106 0.1% 49
2023
Q4 		$243K Sell
4,475
-158
-3% -$7.73K 0.11% 47
2023
Q3 		$219K Buy
4,633
+144
+3% +$7.37K 0.11% 46
2023
Q2 		$231K Buy
4,489
+84
+2% +$4.2K 0.12% 46
2023
Q1 		$224K Sell
4,405
-365
-8% -$18.9K 0.14% 44
2022
Q4 		$236K Buy
4,770
+217
+5% +$10.8K 0.16% 42
2022
Q3 		$227K Buy
4,553
+772
+20% +$42.5K 0.16% 46
2022
Q2 		$222K Buy
+3,781
New +$222K 0.17% 47

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

Seaside Wealth Management's USRT Position: Q2 2026 in Review

Seaside Wealth Management held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 6,748 shares worth $448K. The position accounts for 0.11% of the portfolio, ranked #44.

Seaside Wealth Management first reported a position in USRT in Q2 2022 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Seaside Wealth Management held 6,748 shares of iShares Core US REIT ETF worth $448K as of Q2 2026.
  • Seaside Wealth Management left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up 0.11% of Seaside Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Seaside Wealth Management first reported a position in iShares Core US REIT ETF in Q2 2022 and has held it in 17 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.