Walkner Condon Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Walkner Condon Financial 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	$4.77M	Buy	71,829 +4,737	+7%	+$305K	0.55%	40
2026 Q1	$3.97M	Buy	67,092 +7,620	+13%	+$458K	0.52%	41
2025 Q4	$3.39M	Buy	59,472 +13,763	+30%	+$797K	0.47%	50
2025 Q3	$2.68M	Buy	45,709 +10,837	+31%	+$622K	0.43%	56
2025 Q2	$1.97M	Buy	34,872 +6,404	+22%	+$359K	0.36%	65
2025 Q1	$1.64M	Buy	+28,468	New	+$1.65M	0.33%	68

Other funds holding USRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Walkner Condon Financial Advisors's USRT Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares Core US REIT ETF (USRT) stake by 7.1% in Q2 2026, buying an estimated $305K and bringing the position to 71,829 shares worth $4.77M. The position accounts for 0.55% of the portfolio, ranked #40.

Walkner Condon Financial Advisors first reported a position in USRT in Q1 2025 and has held it in 6 quarters since. 439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Walkner Condon Financial Advisors held 71,829 shares of iShares Core US REIT ETF worth $4.77M as of Q2 2026.
Walkner Condon Financial Advisors bought 4,737 iShares Core US REIT ETF shares in Q2 2026, an estimated $305K.
iShares Core US REIT ETF made up 0.55% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #40 holding.
Walkner Condon Financial Advisors first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 6 quarters since.
439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.