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
Q3 		$12.9K Hold
210
– – ﹤0.01% 449
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

BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Tompkins Financial's USRT Position: Q3 2026 in Review

Tompkins Financial held its iShares Core US REIT ETF (USRT) position steady in Q3 2026 at 210 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Tompkins Financial first reported a position in USRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $63K in Q1 2026. 27 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Tompkins Financial held 210 shares of iShares Core US REIT ETF worth $12.9K as of Q3 2026.
  • Tompkins Financial left its iShares Core US REIT ETF share count unchanged in Q3 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #449 holding.
  • Tompkins Financial first reported a position in iShares Core US REIT ETF in Q1 2026 and has held it in 3 quarters since.
  • Tompkins Financial's iShares Core US REIT ETF position peaked at $63K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.