Veracity Capital
USRT icon

Veracity Capital’s iShares Core US REIT ETF USRT Stock Holding History

Veracity Capital’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 		– Sell
-3,038
Closed -$202K – 244
2026
Q2 		$202K Sell
3,038
-2,804
-48% -$181K 0.05% 217
2026
Q1 		$346K Buy
5,842
+265
+5% +$15.9K 0.12% 158
2025
Q4 		$318K Buy
5,577
+461
+9% +$26.7K 0.09% 192
2025
Q3 		$300K Buy
5,116
+516
+11% +$29.6K 0.1% 197
2025
Q2 		$260K Buy
+4,600
New +$258K 0.09% 203
2024
Q4 		– Sell
-3,350
Closed -$206K – 235
2024
Q3 		$206K Buy
+3,350
New +$196K 0.08% 199
2024
Q2 		– Sell
-4,724
Closed -$254K – 213
2024
Q1 		$254K Sell
4,724
-676
-13% -$35.8K 0.1% 182
2023
Q4 		$293K Buy
5,400
+784
+17% +$38.3K 0.12% 157
2023
Q3 		$218K Sell
4,616
-1,324
-22% -$67.8K 0.1% 179
2023
Q2 		$305K Sell
5,940
-111,434
-95% -$5.58M 0.13% 156
2023
Q1 		$5.92M Buy
117,374
+28,880
+33% +$1.5M 2.73% 5
2022
Q4 		$4.38M Buy
88,494
+764
+0.9% +$37.9K 2.1% 7
2022
Q3 		$4.17M Buy
87,730
+17,163
+24% +$945K 2.27% 7
2022
Q2 		$3.77M Buy
70,567
+2,791
+4% +$164K 2.01% 8
2022
Q1 		$4.38M Sell
67,776
-14,222
-17% -$893K 1.82% 9
2021
Q4 		$5.54M Buy
81,998
+8,170
+11% +$520K 2.22% 7
2021
Q3 		$4.33M Buy
73,828
+10,665
+17% +$649K 1.86% 10
2021
Q2 		$3.68M Buy
+63,163
New +$3.58M 0.85% 24

Other funds holding USRT

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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
S.R. Schill & Associates
S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Veracity Capital's USRT Position: Q3 2026 in Review

Veracity Capital sold out of iShares Core US REIT ETF (USRT) in Q3 2026, closing a stake of 3,038 shares — an estimated $202K sold.

Veracity Capital first reported a position in USRT in Q2 2021 and held it in 18 quarters. The position peaked at $5.92M in Q1 2023. 137 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Veracity Capital reported no remaining iShares Core US REIT ETF position as of Q3 2026 after selling out during the quarter.
  • Veracity Capital sold 3,038 iShares Core US REIT ETF shares in Q3 2026, an estimated $202K.
  • Veracity Capital first reported a position in iShares Core US REIT ETF in Q2 2021 and held it in 18 quarters.
  • Veracity Capital's iShares Core US REIT ETF position peaked at $5.92M in Q1 2023.
  • 137 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.