Visionary Wealth Advisors
USRT icon

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

Visionary 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
Q3 		$4.14M Buy
67,218
+265
+0.4% +$17.6K 0.16% 139
2026
Q2 		$4.45M Sell
66,953
-10,840
-14% -$698K 0.18% 131
2026
Q1 		$4.6M Buy
77,793
+2,038
+3% +$122K 0.2% 122
2025
Q4 		$4.32M Sell
75,755
-2,689
-3% -$156K 0.19% 126
2025
Q3 		$4.61M Buy
78,444
+4,714
+6% +$271K 0.21% 111
2025
Q2 		$4.17M Buy
73,730
+669
+0.9% +$37.5K 0.21% 114
2025
Q1 		$4.21M Buy
73,061
+1,144
+2% +$66.3K 0.25% 105
2024
Q4 		$4.12M Sell
71,917
-391
-0.5% -$23.5K 0.24% 108
2024
Q3 		$4.45M Sell
72,308
-366
-0.5% -$21.4K 0.27% 96
2024
Q2 		$3.89M Buy
72,674
+2,970
+4% +$154K 0.25% 101
2024
Q1 		$3.75M Sell
69,704
-1,555
-2% -$82.4K 0.25% 108
2023
Q4 		$3.87M Buy
71,259
+2,439
+4% +$119K 0.28% 98
2023
Q3 		$3.25M Buy
68,820
+619
+0.9% +$31.7K 0.26% 103
2023
Q2 		$3.51M Buy
68,201
+669
+1% +$33.5K 0.28% 96
2023
Q1 		$3.4M Sell
67,532
-8,494
-11% -$440K 0.29% 91
2022
Q4 		$3.76M Sell
76,026
-130
-0.2% -$6.44K 0.35% 81
2022
Q3 		$3.62M Sell
76,156
-4,407
-5% -$243K 0.38% 72
2022
Q2 		$4.3M Buy
80,563
+6,131
+8% +$361K 0.39% 71
2022
Q1 		$4.81M Buy
+74,432
New +$4.67M 0.39% 70

Other funds holding USRT

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
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
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Visionary Wealth Advisors's USRT Position: Q3 2026 in Review

Visionary Wealth Advisors increased its iShares Core US REIT ETF (USRT) stake by 0.4% in Q3 2026, buying an estimated $17.6K and bringing the position to 67,218 shares worth $4.14M. The position accounts for 0.16% of the portfolio, ranked #139.

Visionary Wealth Advisors first reported a position in USRT in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.81M in Q1 2022. 268 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Visionary Wealth Advisors held 67,218 shares of iShares Core US REIT ETF worth $4.14M as of Q3 2026.
  • Visionary Wealth Advisors bought 265 iShares Core US REIT ETF shares in Q3 2026, an estimated $17.6K.
  • iShares Core US REIT ETF made up 0.16% of Visionary Wealth Advisors's portfolio in Q3 2026, its #139 holding.
  • Visionary Wealth Advisors first reported a position in iShares Core US REIT ETF in Q1 2022 and has held it in 19 quarters since.
  • Visionary Wealth Advisors's iShares Core US REIT ETF position peaked at $4.81M in Q1 2022.
  • 268 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.