USCWA
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U.S. Capital Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		$3.37M Buy
56,867
+876
+2% +$52.6K 0.08% 246
2025
Q4 		$3.19M Buy
55,991
+3,555
+7% +$206K 0.08% 249
2025
Q3 		$3.08M Sell
52,436
-257
-0.5% -$14.8K 0.08% 240
2025
Q2 		$2.98M Buy
52,693
+629
+1% +$35.3K 0.09% 225
2025
Q1 		$3M Buy
52,064
+2,557
+5% +$148K 0.09% 225
2024
Q4 		$2.84M Buy
49,507
+1,617
+3% +$97.3K 0.09% 233
2024
Q3 		$2.95M Sell
47,890
-2,211
-4% -$129K 0.1% 188
2024
Q2 		$2.68M Sell
50,101
-11,428
-19% -$593K 0.1% 192
2024
Q1 		$3.31M Sell
61,529
-11,595
-16% -$614K 0.13% 163
2023
Q4 		$3.97M Sell
73,124
-19,742
-21% -$966K 0.16% 139
2023
Q3 		$4.38M Sell
92,866
-9,085
-9% -$465K 0.2% 111
2023
Q2 		$5.24M Sell
101,951
-4,089
-4% -$205K 0.25% 97
2023
Q1 		$5.34M Buy
106,040
+4,673
+5% +$242K 0.25% 92
2022
Q4 		$5.01M Sell
101,367
-34,168
-25% -$1.69M 0.23% 98
2022
Q3 		$6.44M Sell
135,535
-30,666
-18% -$1.69M 0.33% 68
2022
Q2 		$8.88M Sell
166,201
-5,764
-3% -$339K 0.39% 55
2022
Q1 		$11.1M Sell
171,965
-11,228
-6% -$705K 0.41% 45
2021
Q4 		$12.4M Buy
183,193
+7,413
+4% +$472K 0.49% 42
2021
Q3 		$10.3M Buy
+175,780
New +$10.7M 0.45% 48

Other funds holding USRT

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
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
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

U.S. Capital Wealth Advisors's USRT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Core US REIT ETF (USRT) stake by 1.6% in Q1 2026, buying an estimated $52.6K and bringing the position to 56,867 shares worth $3.37M. The position accounts for 0.08% of the portfolio, ranked #246.

U.S. Capital Wealth Advisors first reported a position in USRT in Q3 2021 and has held it in 19 quarters since. The position peaked at $12.4M in Q4 2021. 406 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • U.S. Capital Wealth Advisors held 56,867 shares of iShares Core US REIT ETF worth $3.37M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 876 iShares Core US REIT ETF shares in Q1 2026, an estimated $52.6K.
  • iShares Core US REIT ETF made up 0.08% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #246 holding.
  • U.S. Capital Wealth Advisors first reported a position in iShares Core US REIT ETF in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's iShares Core US REIT ETF position peaked at $12.4M in Q4 2021.
  • 406 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.