SWP
USRT icon

Strategic Wealth Partners’s iShares Core US REIT ETF USRT Stock Holding History

Strategic Wealth Partners’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 		$2.9K Hold
49
– – ﹤0.01% 1123
2025
Q4 		$2.79K Hold
49
– – ﹤0.01% 1155
2025
Q3 		$2.88K Sell
49
-65
-57% -$3.73K ﹤0.01% 1129
2025
Q2 		$6.45K Buy
+114
New +$6.39K ﹤0.01% 862
2020
Q3 		– Sell
-15,600
Closed -$678K – 165
2020
Q2 		$678K Buy
+15,600
New +$654K 0.35% 77
2019
Q4 		– Sell
-876
Closed -$20.3K – 482
2019
Q3 		$20.3K Sell
876
-1,038
-54% -$55.8K 0.1% 115
2019
Q2 		$99K Sell
1,914
-2,592
-58% -$135K 0.05% 182
2019
Q1 		$234K Sell
4,506
-181
-4% -$8.97K 0.11% 131
2018
Q4 		$221K Buy
4,687
+3,985
+568% +$189K 0.11% 123
2018
Q3 		$34K Hold
702
– – 0.02% 267
2018
Q2 		$35K Sell
702
-13
-2% -$606 0.02% 295
2018
Q1 		$32K Buy
715
+480
+204% +$22K 0.02% 292
2017
Q4 		$12K Buy
+235
New +$11.7K 0.01% 452

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B 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 $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $944M AUM 10.02% 1-Year Est. Return

Strategic Wealth Partners's USRT Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares Core US REIT ETF (USRT) position steady in Q1 2026 at 49 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Strategic Wealth Partners first reported a position in USRT in Q4 2017 and has held it in 13 quarters since. The position peaked at $678K in Q2 2020. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Strategic Wealth Partners held 49 shares of iShares Core US REIT ETF worth $2.9K as of Q1 2026.
  • Strategic Wealth Partners left its iShares Core US REIT ETF share count unchanged in Q1 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1123 holding.
  • Strategic Wealth Partners first reported a position in iShares Core US REIT ETF in Q4 2017 and has held it in 13 quarters since.
  • Strategic Wealth Partners's iShares Core US REIT ETF position peaked at $678K in Q2 2020.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.