TriaGen Wealth Management
USRT icon

TriaGen Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

TriaGen 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
Q3 		$1.96M Buy
31,750
+2,268
+8% +$150K 0.47% 54
2026
Q2 		$1.96M Buy
29,482
+1,603
+6% +$103K 0.49% 54
2026
Q1 		$1.65M Buy
+27,879
New +$1.67M 0.45% 53

Other funds holding USRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

TriaGen Wealth Management's USRT Position: Q3 2026 in Review

TriaGen Wealth Management increased its iShares Core US REIT ETF (USRT) stake by 7.7% in Q3 2026, buying an estimated $150K and bringing the position to 31,750 shares worth $1.96M. The position accounts for 0.47% of the portfolio, ranked #54.

TriaGen Wealth Management first reported a position in USRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.96M in Q2 2026. 407 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • TriaGen Wealth Management held 31,750 shares of iShares Core US REIT ETF worth $1.96M as of Q3 2026.
  • TriaGen Wealth Management bought 2,268 iShares Core US REIT ETF shares in Q3 2026, an estimated $150K.
  • iShares Core US REIT ETF made up 0.47% of TriaGen Wealth Management's portfolio in Q3 2026, its #54 holding.
  • TriaGen Wealth Management first reported a position in iShares Core US REIT ETF in Q1 2026 and has held it in 3 quarters since.
  • TriaGen Wealth Management's iShares Core US REIT ETF position peaked at $1.96M in Q2 2026.
  • 407 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.