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

Stratos 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
Q2 		– Sell
-3,886
Closed -$230K – 1779
2026
Q1 		$230K Buy
3,886
+4
+0.1% +$240 ﹤0.01% 1463
2025
Q4 		$221K Buy
3,882
+151
+4% +$8.74K ﹤0.01% 1461
2025
Q3 		$219K Buy
+3,731
New +$214K ﹤0.01% 1419
2025
Q2 		– Sell
-15,583
Closed -$898K – 1484
2025
Q1 		$898K Buy
15,583
+250
+2% +$14.5K 0.01% 699
2024
Q4 		$879K Buy
15,333
+237
+2% +$14.3K 0.01% 740
2024
Q3 		$929K Buy
+15,096
New +$881K 0.01% 713
2022
Q4 		– Sell
-5,488
Closed -$261K – 1185
2022
Q3 		$261K Sell
5,488
-1,239
-18% -$68.2K 0.01% 919
2022
Q2 		$359K Buy
6,727
+590
+10% +$34.7K 0.01% 855
2022
Q1 		$397K Buy
6,137
+207
+3% +$13K 0.01% 894
2021
Q4 		$401K Buy
+5,930
New +$377K 0.01% 896
2019
Q1 		– Sell
-45,679
Closed -$2.05M – 953
2018
Q4 		$2.05M Buy
+45,679
New +$2.16M 0.11% 204

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Stratos Wealth Partners's USRT Position: Q2 2026 in Review

Stratos Wealth Partners sold out of iShares Core US REIT ETF (USRT) in Q2 2026, closing a stake of 3,886 shares — an estimated $230K sold.

Stratos Wealth Partners first reported a position in USRT in Q4 2018 and held it in 11 quarters. The position peaked at $2.05M in Q4 2018. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Stratos Wealth Partners reported no remaining iShares Core US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,886 iShares Core US REIT ETF shares in Q2 2026, an estimated $230K.
  • Stratos Wealth Partners first reported a position in iShares Core US REIT ETF in Q4 2018 and held it in 11 quarters.
  • Stratos Wealth Partners's iShares Core US REIT ETF position peaked at $2.05M in Q4 2018.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.