TD Capital Management
USRT icon

TD Capital Management’s iShares Core US REIT ETF USRT Stock Holding History

TD Capital 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 		– Sell
-696
Closed -$41.2K – 860
2026
Q1 		$41.2K Buy
+696
New +$41.8K ﹤0.01% 271

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US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
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Glenmede Trust
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 $565M AUM 11.71% 1-Year Est. Return
Savant Capital
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

TD Capital Management's USRT Position: Q2 2026 in Review

TD Capital Management sold out of iShares Core US REIT ETF (USRT) in Q2 2026, closing a stake of 696 shares — an estimated $41.2K sold.

TD Capital Management first reported a position in USRT in Q1 2026 and held it in 1 quarter. The position peaked at $41.2K in Q1 2026. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • TD Capital Management reported no remaining iShares Core US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • TD Capital Management sold 696 iShares Core US REIT ETF shares in Q2 2026, an estimated $41.2K.
  • TD Capital Management first reported a position in iShares Core US REIT ETF in Q1 2026 and held it in 1 quarter.
  • TD Capital Management's iShares Core US REIT ETF position peaked at $41.2K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.