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USRT icon

Sharper & Granite’s iShares Core US REIT ETF USRT Stock Holding History

Sharper & Granite’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 		$244K Hold
3,675
– – 0.08% 105
2026
Q1 		$218K Sell
3,675
-4,910
-57% -$295K 0.07% 102
2025
Q4 		$489K Sell
8,585
-535
-6% -$31K 0.17% 80
2025
Q3 		$536K Sell
9,120
-15,421
-63% -$885K 0.19% 78
2025
Q2 		$1.4M Sell
24,541
-2,905
-11% -$163K 0.53% 54
2025
Q1 		$1.58M Buy
27,446
+611
+2% +$35.4K 0.65% 46
2024
Q4 		$1.54M Buy
26,835
+3,274
+14% +$197K 0.68% 44
2024
Q3 		$1.45M Sell
23,561
-368
-2% -$21.5K 0.65% 47
2024
Q2 		$1.28M Buy
23,929
+1,919
+9% +$99.5K 0.61% 50
2024
Q1 		$1.15M Sell
22,010
-1,113
-5% -$59K 0.56% 53
2023
Q4 		$1.26M Buy
23,123
+3,471
+18% +$170K 0.65% 47
2023
Q3 		$927K Buy
19,652
+2,617
+15% +$134K 0.54% 56
2023
Q2 		$876K Sell
17,035
-78
-0.5% -$3.9K 0.5% 60
2023
Q1 		$862K Buy
17,113
+802
+5% +$41.5K 0.52% 60
2022
Q4 		$807K Buy
+16,311
New +$808K 0.54% 56

Other funds holding USRT

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
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Sharper & Granite's USRT Position: Q2 2026 in Review

Sharper & Granite held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 3,675 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #105.

Sharper & Granite first reported a position in USRT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.58M in Q1 2025. 69 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Sharper & Granite held 3,675 shares of iShares Core US REIT ETF worth $244K as of Q2 2026.
  • Sharper & Granite left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up 0.08% of Sharper & Granite's portfolio in Q2 2026, its #105 holding.
  • Sharper & Granite first reported a position in iShares Core US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • Sharper & Granite's iShares Core US REIT ETF position peaked at $1.58M in Q1 2025.
  • 69 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.