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Tyche Wealth Partners’s iShares Core US REIT ETF USRT Stock Holding History

Tyche Wealth Partners’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 		$1.32M Sell
19,790
-4,447
-18% -$286K 0.18% 94
2026
Q1 		$1.43M Buy
24,237
+1,726
+8% +$104K 0.22% 89
2025
Q4 		$1.28M Buy
22,511
+1,453
+7% +$84.1K 0.2% 96
2025
Q3 		$1.24M Buy
21,058
+4,896
+30% +$281K 0.22% 88
2025
Q2 		$914K Buy
16,162
+7,745
+92% +$434K 0.18% 91
2025
Q1 		$485K Buy
8,417
+541
+7% +$31.3K 0.1% 140
2024
Q4 		$451K Sell
7,876
-535
-6% -$32.2K 0.1% 170
2024
Q3 		$518K Buy
8,411
+4
+0% +$234 0.12% 132
2024
Q2 		$450K Sell
8,407
-2,296
-21% -$119K 0.11% 145
2024
Q1 		$576K Sell
10,703
-1,216
-10% -$64.4K 0.14% 118
2023
Q4 		$647K Buy
+11,919
New +$583K 0.16% 119

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

Tyche Wealth Partners's USRT Position: Q2 2026 in Review

Tyche Wealth Partners reduced its iShares Core US REIT ETF (USRT) stake by 18% in Q2 2026, selling an estimated $286K and leaving 19,790 shares worth $1.32M. The position accounts for 0.18% of the portfolio, ranked #94.

Tyche Wealth Partners first reported a position in USRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q1 2026. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Tyche Wealth Partners held 19,790 shares of iShares Core US REIT ETF worth $1.32M as of Q2 2026.
  • Tyche Wealth Partners sold 4,447 iShares Core US REIT ETF shares in Q2 2026, an estimated $286K.
  • iShares Core US REIT ETF made up 0.18% of Tyche Wealth Partners's portfolio in Q2 2026, its #94 holding.
  • Tyche Wealth Partners first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • Tyche Wealth Partners's iShares Core US REIT ETF position peaked at $1.43M in Q1 2026.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.