TPCW
USRT icon

TD Private Client Wealth’s iShares Core US REIT ETF USRT Stock Holding History

TD Private Client Wealth’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 		$77.9K Sell
1,173
-69
-6% -$4.45K ﹤0.01% 813
2026
Q1 		$73.5K Sell
1,242
-230
-16% -$13.8K ﹤0.01% 813
2025
Q4 		$83.8K Buy
1,472
+106
+8% +$6.14K ﹤0.01% 791
2025
Q3 		$80.2K Hold
1,366
– – ﹤0.01% 780
2025
Q2 		$77.3K Hold
1,366
– – ﹤0.01% 774
2025
Q1 		$78.7K Buy
1,366
+52
+4% +$3.01K ﹤0.01% 737
2024
Q4 		$75.3K Buy
+1,314
New +$79K ﹤0.01% 754
2024
Q1 		– Sell
-735
Closed -$39.9K – 1271
2023
Q4 		$39.9K Buy
+735
New +$35.9K ﹤0.01% 846
2023
Q3 		– Sell
-17,734
Closed -$912K – 1275
2023
Q2 		$912K Sell
17,734
-4,653
-21% -$233K 0.04% 353
2023
Q1 		$1.13M Sell
22,387
-1,078
-5% -$55.8K 0.05% 314
2022
Q4 		$1.16M Buy
23,465
+4,535
+24% +$225K 0.05% 298
2022
Q3 		$899K Buy
18,930
+15,640
+475% +$861K 0.05% 327
2022
Q2 		$176K Buy
3,290
+1,149
+54% +$67.6K 0.01% 539
2022
Q1 		$138K Hold
2,141
– – 0.01% 594
2021
Q4 		$145K Buy
+2,141
New +$136K 0.01% 592

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

TD Private Client Wealth's USRT Position: Q2 2026 in Review

TD Private Client Wealth reduced its iShares Core US REIT ETF (USRT) stake by 5.6% in Q2 2026, selling an estimated $4.45K and leaving 1,173 shares worth $77.9K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

TD Private Client Wealth first reported a position in USRT in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.16M in Q4 2022. 441 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • TD Private Client Wealth held 1,173 shares of iShares Core US REIT ETF worth $77.9K as of Q2 2026.
  • TD Private Client Wealth sold 69 iShares Core US REIT ETF shares in Q2 2026, an estimated $4.45K.
  • iShares Core US REIT ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #813 holding.
  • TD Private Client Wealth first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 15 quarters since.
  • TD Private Client Wealth's iShares Core US REIT ETF position peaked at $1.16M in Q4 2022.
  • 441 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.