SFC
USRT icon

Summit Financial Consulting’s iShares Core US REIT ETF USRT Stock Holding History

Summit Financial Consulting’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 		$480K Buy
8,104
+1,238
+18% +$74.4K 0.34% 27
2025
Q4 		$391K Buy
6,866
+892
+15% +$51.7K 0.28% 28
2025
Q3 		$351K Buy
5,974
+509
+9% +$29.2K 0.28% 28
2025
Q2 		$309K Buy
5,465
+602
+12% +$33.7K 0.28% 30
2025
Q1 		$280K Buy
+4,863
New +$282K 0.26% 36

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

Summit Financial Consulting's USRT Position: Q1 2026 in Review

Summit Financial Consulting increased its iShares Core US REIT ETF (USRT) stake by 18% in Q1 2026, buying an estimated $74.4K and bringing the position to 8,104 shares worth $480K. The position accounts for 0.34% of the portfolio, ranked #27.

Summit Financial Consulting first reported a position in USRT in Q1 2025 and has held it in 5 quarters since. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Summit Financial Consulting held 8,104 shares of iShares Core US REIT ETF worth $480K as of Q1 2026.
  • Summit Financial Consulting bought 1,238 iShares Core US REIT ETF shares in Q1 2026, an estimated $74.4K.
  • iShares Core US REIT ETF made up 0.34% of Summit Financial Consulting's portfolio in Q1 2026, its #27 holding.
  • Summit Financial Consulting first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 5 quarters since.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.