Truist Financial
USRT icon

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

Truist 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 		$350K Sell
5,683
-276
-5% -$18.3K ﹤0.01% 2421
2026
Q2 		$396K Sell
5,959
-1,779
-23% -$115K ﹤0.01% 2359
2026
Q1 		$458K Sell
7,738
-11,221
-59% -$674K ﹤0.01% 2126
2025
Q4 		$1.08M Buy
18,959
+5,893
+45% +$341K ﹤0.01% 1621
2025
Q3 		$767K Sell
13,066
-77
-0.6% -$4.42K ﹤0.01% 1803
2025
Q2 		$743K Sell
13,143
-720
-5% -$40.4K ﹤0.01% 1753
2025
Q1 		$799K Sell
13,863
-16,427
-54% -$951K ﹤0.01% 1632
2024
Q4 		$1.74M Buy
30,290
+17,429
+136% +$1.05M ﹤0.01% 1290
2024
Q3 		$792K Buy
12,861
+75
+0.6% +$4.38K ﹤0.01% 1641
2024
Q2 		$685K Buy
12,786
+552
+5% +$28.6K ﹤0.01% 1795
2024
Q1 		$658K Sell
12,234
-15,467
-56% -$819K ﹤0.01% 1820
2023
Q4 		$1.5M Buy
27,701
+13,941
+101% +$682K ﹤0.01% 1398
2023
Q3 		$649K Buy
13,760
+945
+7% +$48.4K ﹤0.01% 1776
2023
Q2 		$659K Buy
12,815
+303
+2% +$15.2K ﹤0.01% 1808
2023
Q1 		$631K Sell
12,512
-12,473
-50% -$646K ﹤0.01% 1832
2022
Q4 		$1.24M Sell
24,985
-6,412
-20% -$318K ﹤0.01% 1459
2022
Q3 		$1.49M Buy
31,397
+1,562
+5% +$86K ﹤0.01% 1333
2022
Q2 		$1.59M Buy
29,835
+6,570
+28% +$386K ﹤0.01% 1336
2022
Q1 		$1.5M Buy
23,265
+10,091
+77% +$634K ﹤0.01% 1422
2021
Q4 		$890K Buy
13,174
+1,090
+9% +$69.3K ﹤0.01% 1699
2021
Q3 		$709K Buy
12,084
+577
+5% +$35.1K ﹤0.01% 1816
2021
Q2 		$671K Buy
11,507
+581
+5% +$33K ﹤0.01% 1874
2021
Q1 		$573K Buy
10,926
+1,643
+18% +$82.7K ﹤0.01% 1893
2020
Q4 		$449K Buy
9,283
+812
+10% +$37.9K ﹤0.01% 1904
2020
Q3 		$371K Buy
8,471
+262
+3% +$11.7K ﹤0.01% 1891
2020
Q2 		$357K Sell
8,209
-626
-7% -$26.3K ﹤0.01% 1827
2020
Q1 		$346K Buy
8,835
+2,021
+30% +$103K ﹤0.01% 1775
2019
Q4 		$372K Buy
+6,814
New +$375K ﹤0.01% 2041

Other funds holding USRT

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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
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
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Truist Financial's USRT Position: Q3 2026 in Review

Truist Financial reduced its iShares Core US REIT ETF (USRT) stake by 4.6% in Q3 2026, selling an estimated $18.3K and leaving 5,683 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Truist Financial first reported a position in USRT in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.74M in Q4 2024. 319 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Truist Financial held 5,683 shares of iShares Core US REIT ETF worth $350K as of Q3 2026.
  • Truist Financial sold 276 iShares Core US REIT ETF shares in Q3 2026, an estimated $18.3K.
  • iShares Core US REIT ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2421 holding.
  • Truist Financial first reported a position in iShares Core US REIT ETF in Q4 2019 and has held it in 28 quarters since.
  • Truist Financial's iShares Core US REIT ETF position peaked at $1.74M in Q4 2024.
  • 319 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.