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Snowden Capital Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Snowden Capital Advisors’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 		– Sell
-6,239
Closed -$355K – 1348
2025
Q4 		$355K Buy
+6,239
New +$361K 0.01% 980
2023
Q1 		– Sell
-5,573
Closed -$276K – 1190
2022
Q4 		$276K Buy
+5,573
New +$276K 0.01% 945

Other funds holding USRT

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
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
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Snowden Capital Advisors's USRT Position: Q1 2026 in Review

Snowden Capital Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2026, closing a stake of 6,239 shares — an estimated $355K sold.

Snowden Capital Advisors first reported a position in USRT in Q4 2022 and held it in 2 quarters. The position peaked at $355K in Q4 2025. 406 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Snowden Capital Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Snowden Capital Advisors sold 6,239 iShares Core US REIT ETF shares in Q1 2026, an estimated $355K.
  • Snowden Capital Advisors first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 2 quarters.
  • Snowden Capital Advisors's iShares Core US REIT ETF position peaked at $355K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.