SWM
USRT icon

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

SHP 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
Q1 		$48.4K Buy
818
+3
+0.4% +$180 ﹤0.01% 498
2025
Q4 		$46.4K Buy
+815
New +$47.2K ﹤0.01% 494

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B 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 $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 $1.66T 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 $968M AUM 12.13% 1-Year Est. Return

SHP Wealth Management's USRT Position: Q1 2026 in Review

SHP Wealth Management increased its iShares Core US REIT ETF (USRT) stake by 0.37% in Q1 2026, buying an estimated $180 and bringing the position to 818 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

SHP Wealth Management first reported a position in USRT in Q4 2025 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • SHP Wealth Management held 818 shares of iShares Core US REIT ETF worth $48.4K as of Q1 2026.
  • SHP Wealth Management bought 3 iShares Core US REIT ETF shares in Q1 2026, an estimated $180.
  • iShares Core US REIT ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #498 holding.
  • SHP Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2025 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.