VA
USRT icon

VestGen Advisors’s iShares Core US REIT ETF USRT Stock Holding History

VestGen 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
Q2 		$3.62M Buy
54,487
+15,576
+40% +$1M 0.11% 194
2026
Q1 		$2.54M Buy
38,911
+19,984
+106% +$1.2M 0.07% 257
2025
Q4 		$1.08M Buy
18,927
+700
+4% +$40.5K 0.05% 348
2025
Q3 		$1.07M Buy
18,227
+6,252
+52% +$359K 0.04% 359
2025
Q2 		$677K Sell
11,975
-5,281
-31% -$296K 0.03% 380
2025
Q1 		$994K Buy
+17,256
New +$999K 0.05% 307

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

VestGen Advisors's USRT Position: Q2 2026 in Review

VestGen Advisors increased its iShares Core US REIT ETF (USRT) stake by 40% in Q2 2026, buying an estimated $1M and bringing the position to 54,487 shares worth $3.62M. The position accounts for 0.11% of the portfolio, ranked #194.

VestGen Advisors first reported a position in USRT in Q1 2025 and has held it in 6 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • VestGen Advisors held 54,487 shares of iShares Core US REIT ETF worth $3.62M as of Q2 2026.
  • VestGen Advisors bought 15,576 iShares Core US REIT ETF shares in Q2 2026, an estimated $1M.
  • iShares Core US REIT ETF made up 0.11% of VestGen Advisors's portfolio in Q2 2026, its #194 holding.
  • VestGen Advisors first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.