SignatureFD
USRT icon

SignatureFD’s iShares Core US REIT ETF USRT Stock Holding History

SignatureFD’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
Q3 		$39.7K Buy
644
+1
+0.2% +$66 ﹤0.01% 2086
2026
Q2 		$42.7K Buy
643
+1
+0.2% +$64 ﹤0.01% 1964
2026
Q1 		$38K Buy
642
+1
+0.2% +$60 ﹤0.01% 1888
2025
Q4 		$36.5K Buy
641
+378
+144% +$21.9K ﹤0.01% 1829
2025
Q3 		$15.5K Buy
263
+1
+0.4% +$57 ﹤0.01% 2225
2025
Q2 		$14.8K Buy
262
+11
+4% +$617 ﹤0.01% 2187
2025
Q1 		$14.4K Buy
251
+1
+0.4% +$58 ﹤0.01% 2215
2024
Q4 		$14.3K Buy
250
+47
+23% +$2.83K ﹤0.01% 2225
2024
Q3 		$12.5K Buy
203
+41
+25% +$2.39K ﹤0.01% 2251
2024
Q2 		$8.7K Sell
162
-3,332
-95% -$173K ﹤0.01% 2332
2024
Q1 		$188K Buy
+3,494
New +$185K ﹤0.01% 851
2022
Q3 		– Sell
-353
Closed -$19K – 3364
2022
Q2 		$19K Buy
+353
New +$20.8K ﹤0.01% 1815
2020
Q4 		– Sell
-309
Closed -$14K – 2713
2020
Q3 		$14K Sell
309
-889
-74% -$39.7K ﹤0.01% 1524
2020
Q2 		$52K Hold
1,198
– – ﹤0.01% 937
2020
Q1 		$47K Buy
+1,198
New +$61.2K ﹤0.01% 907
2019
Q4 		– Sell
-173
Closed -$10K – 2281
2019
Q3 		$10K Buy
+173
New +$9.31K ﹤0.01% 1445
2019
Q1 		– Sell
-1,261
Closed -$57K – 2063
2018
Q4 		$57K Sell
1,261
-247
-16% -$11.7K 0.01% 795
2018
Q3 		$73K Buy
1,508
+1,342
+808% +$66.9K 0.01% 752
2018
Q2 		$8K Buy
+166
New +$7.74K ﹤0.01% 1453

Other funds holding USRT

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SignatureFD's USRT Position: Q3 2026 in Review

SignatureFD increased its iShares Core US REIT ETF (USRT) stake by 0.16% in Q3 2026, buying an estimated $66 and bringing the position to 644 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

SignatureFD first reported a position in USRT in Q2 2018 and has held it in 19 quarters since. The position peaked at $188K in Q1 2024. 319 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • SignatureFD held 644 shares of iShares Core US REIT ETF worth $39.7K as of Q3 2026.
  • SignatureFD bought 1 iShares Core US REIT ETF share in Q3 2026, an estimated $66.
  • iShares Core US REIT ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2086 holding.
  • SignatureFD first reported a position in iShares Core US REIT ETF in Q2 2018 and has held it in 19 quarters since.
  • SignatureFD's iShares Core US REIT ETF position peaked at $188K in Q1 2024.
  • 319 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.