SIM
USRT icon

Synergy Investment Management’s iShares Core US REIT ETF USRT Stock Holding History

Synergy Investment Management’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 		$53.8K Buy
809
+1
+0.1% +$64 0.01% 370
2026
Q1 		$47.8K Buy
+808
New +$48.5K 0.02% 286
2025
Q2 		– Sell
-493
Closed -$28.4K – 540
2025
Q1 		$28.4K Sell
493
-236
-32% -$13.7K 0.01% 277
2024
Q4 		$41.8K Buy
+729
New +$43.9K 0.02% 256

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

Synergy Investment Management's USRT Position: Q2 2026 in Review

Synergy Investment Management increased its iShares Core US REIT ETF (USRT) stake by 0.12% in Q2 2026, buying an estimated $64 and bringing the position to 809 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #370.

Synergy Investment Management first reported a position in USRT in Q4 2024 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Synergy Investment Management held 809 shares of iShares Core US REIT ETF worth $53.8K as of Q2 2026.
  • Synergy Investment Management bought 1 iShares Core US REIT ETF share in Q2 2026, an estimated $64.
  • iShares Core US REIT ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #370 holding.
  • Synergy Investment Management first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.