Sunbelt Securities’s iShares Core US REIT ETF USRT Stock Holding History

Sunbelt Securities’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	$205K	Sell	3,469 -7,749	-69%	-$466K	0.01%	634
2025 Q4	$639K	Sell	11,218 -256	-2%	-$14.8K	0.04%	341
2025 Q3	$674K	Sell	11,474 -2,340	-17%	-$134K	0.05%	317
2025 Q2	$792K	Buy	13,814 +105	+0.8%	+$5.89K	0.07%	245
2025 Q1	$790K	Sell	13,709 -105	-0.8%	-$6.08K	0.07%	230
2024 Q4	$783K	Buy	13,814 +6	+0%	+$361	0.07%	247
2024 Q3	$850K	Buy	13,808 +9,983	+261%	+$583K	0.08%	232
2024 Q2	$205K	Hold	3,825	–	–	0.02%	550
2024 Q1	$206K	Hold	3,825	–	–	0.02%	526
2023 Q4	$208K	Sell	3,825 -269	-7%	-$13.2K	0.03%	477
2023 Q3	$193K	Hold	4,094	–	–	0.03%	488
2023 Q2	$210K	Hold	4,094	–	–	0.03%	452
2023 Q1	$202K	Hold	4,094	–	–	0.03%	435
2022 Q4	$202K	Buy	+4,094	New	+$203K	0.04%	434

Other funds holding USRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Sunbelt Securities's USRT Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Core US REIT ETF (USRT) stake by 69% in Q1 2026, selling an estimated $466K and leaving 3,469 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #634.

Sunbelt Securities first reported a position in USRT in Q4 2022 and has held it in 14 quarters since. The position peaked at $850K in Q3 2024. 406 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

Sunbelt Securities held 3,469 shares of iShares Core US REIT ETF worth $205K as of Q1 2026.
Sunbelt Securities sold 7,749 iShares Core US REIT ETF shares in Q1 2026, an estimated $466K.
iShares Core US REIT ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #634 holding.
Sunbelt Securities first reported a position in iShares Core US REIT ETF in Q4 2022 and has held it in 14 quarters since.
Sunbelt Securities's iShares Core US REIT ETF position peaked at $850K in Q3 2024.
406 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.