UAG
USRT icon

United Advisor Group’s iShares Core US REIT ETF USRT Stock Holding History

United Advisor Group’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 		$324K Buy
4,872
+41
+0.8% +$2.64K 0.03% 411
2026
Q1 		$286K Buy
4,831
+159
+3% +$9.55K 0.04% 404
2025
Q4 		$266K Buy
4,672
+128
+3% +$7.41K 0.03% 404
2025
Q3 		$267K Buy
4,544
+85
+2% +$4.88K 0.04% 387
2025
Q2 		$252K Sell
4,459
-99
-2% -$5.55K 0.04% 342
2025
Q1 		$263K Buy
4,558
+192
+4% +$11.1K 0.05% 294
2024
Q4 		$250K Buy
+4,366
New +$263K 0.05% 319

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

United Advisor Group's USRT Position: Q2 2026 in Review

United Advisor Group increased its iShares Core US REIT ETF (USRT) stake by 0.85% in Q2 2026, buying an estimated $2.64K and bringing the position to 4,872 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #411.

United Advisor Group first reported a position in USRT in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • United Advisor Group held 4,872 shares of iShares Core US REIT ETF worth $324K as of Q2 2026.
  • United Advisor Group bought 41 iShares Core US REIT ETF shares in Q2 2026, an estimated $2.64K.
  • iShares Core US REIT ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #411 holding.
  • United Advisor Group first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.