TDWM
USRT icon

Topel & Distasi Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Topel & Distasi Wealth 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 		$5.21M Sell
78,423
-2,533
-3% -$163K 2.51% 11
2026
Q1 		$4.79M Buy
80,956
+1,371
+2% +$82.4K 2.48% 12
2025
Q4 		$4.53M Buy
79,585
+5,345
+7% +$310K 2.21% 14
2025
Q3 		$4.36M Buy
74,240
+2,888
+4% +$166K 2.15% 13
2025
Q2 		$4.04M Sell
71,352
-10,588
-13% -$593K 2.12% 14
2025
Q1 		$4.72M Buy
81,940
+567
+0.7% +$32.8K 2.2% 15
2024
Q4 		$4.66M Buy
81,373
+651
+0.8% +$39.2K 2% 17
2024
Q3 		$4.97M Sell
80,722
-4,524
-5% -$264K 2.06% 16
2024
Q2 		$4.57M Buy
85,246
+997
+1% +$51.7K 2.01% 17
2024
Q1 		$4.53M Buy
84,249
+1,078
+1% +$57.1K 2% 18
2023
Q4 		$4.52M Buy
83,171
+1,492
+2% +$73K 2.15% 16
2023
Q3 		$3.85M Buy
81,679
+2,823
+4% +$144K 2.02% 17
2023
Q2 		$4.05M Buy
78,856
+622
+0.8% +$31.1K 2.04% 17
2023
Q1 		$3.94M Buy
78,234
+7,048
+10% +$365K 2.06% 17
2022
Q4 		$3.52M Buy
71,186
+96
+0.1% +$4.76K 1.97% 21
2022
Q3 		$3.6M Buy
71,090
+9,053
+15% +$498K 1.99% 18
2022
Q2 		$3.31M Buy
62,037
+796
+1% +$46.8K 1.92% 18
2022
Q1 		$3.96M Sell
61,241
-1,860
-3% -$117K 1.66% 20
2021
Q4 		$4.26M Buy
+63,101
New +$4.01M 1.74% 18

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

Topel & Distasi Wealth Management's USRT Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its iShares Core US REIT ETF (USRT) stake by 3.1% in Q2 2026, selling an estimated $163K and leaving 78,423 shares worth $5.21M. The position accounts for 2.51% of the portfolio, ranked #11.

Topel & Distasi Wealth Management first reported a position in USRT in Q4 2021 and has held it in 19 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Topel & Distasi Wealth Management held 78,423 shares of iShares Core US REIT ETF worth $5.21M as of Q2 2026.
  • Topel & Distasi Wealth Management sold 2,533 iShares Core US REIT ETF shares in Q2 2026, an estimated $163K.
  • iShares Core US REIT ETF made up 2.51% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.