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 Q3	$300K	Buy	4,875 +3	+0.1%	+$199	0.03%	449
2026 Q2	$324K	Buy	4,872 +41	+0.8%	+$2.64K	0.03%	411
2026 Q1	$286K	Buy	4,831 +159	+3%	+$9.6K	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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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 Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

United Advisor Group's USRT Position: Q3 2026 in Review

United Advisor Group increased its iShares Core US REIT ETF (USRT) stake by 0.06% in Q3 2026, buying an estimated $199 and bringing the position to 4,875 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #449.

United Advisor Group first reported a position in USRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $324K in Q2 2026. 416 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

United Advisor Group held 4,875 shares of iShares Core US REIT ETF worth $300K as of Q3 2026.
United Advisor Group bought 3 iShares Core US REIT ETF shares in Q3 2026, an estimated $199.
iShares Core US REIT ETF made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #449 holding.
United Advisor Group first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 8 quarters since.
United Advisor Group's iShares Core US REIT ETF position peaked at $324K in Q2 2026.
416 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.