SAM
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Smartleaf Asset Management’s iShares Core US REIT ETF USRT Stock Holding History

Smartleaf Asset 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 		$10M Buy
171,701
+24,413
+17% +$1.47M 0.36% 52
2025
Q4 		$8.45M Buy
147,288
+145,666
+8,981% +$8.43M 0.32% 61
2025
Q3 		$94.5K Sell
1,622
-294
-15% -$16.9K 0.01% 1103
2025
Q2 		$108K Buy
1,916
+1,753
+1,075% +$98.3K 0.01% 837
2025
Q1 		$9.32K Sell
163
-789
-83% -$45.7K ﹤0.01% 1952
2024
Q4 		$54K Buy
952
+168
+21% +$10.1K 0.01% 1145
2024
Q3 		$48K Sell
784
-475
-38% -$27.7K 0.01% 932
2024
Q2 		$66.7K Buy
1,259
+464
+58% +$24.1K 0.01% 675
2024
Q1 		$42.5K Buy
795
+482
+154% +$25.5K 0.01% 714
2023
Q4 		$17.2K Buy
+313
New +$15.3K ﹤0.01% 687

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GT
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RIM
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TCOT
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SC
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Morgan Stanley
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Cerity Partners
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DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return