TF
USRT icon

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

Tompkins Financial’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 		$14K Sell
210
-855
-80% -$55.1K ﹤0.01% 429
2026
Q1 		$63K Buy
+1,065
New +$64K 0.01% 301

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

Tompkins Financial's USRT Position: Q2 2026 in Review

Tompkins Financial reduced its iShares Core US REIT ETF (USRT) stake by 80% in Q2 2026, selling an estimated $55.1K and leaving 210 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Tompkins Financial first reported a position in USRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $63K in Q1 2026. 439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Tompkins Financial held 210 shares of iShares Core US REIT ETF worth $14K as of Q2 2026.
  • Tompkins Financial sold 855 iShares Core US REIT ETF shares in Q2 2026, an estimated $55.1K.
  • iShares Core US REIT ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #429 holding.
  • Tompkins Financial first reported a position in iShares Core US REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • Tompkins Financial's iShares Core US REIT ETF position peaked at $63K in Q1 2026.
  • 439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.