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

Waverly 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
Q1 		$3.72M Buy
62,852
+746
+1% +$44.8K 0.03% 483
2025
Q4 		$3.54M Sell
62,106
-187
-0.3% -$10.8K 0.03% 453
2025
Q3 		$3.66M Buy
62,293
+3,249
+6% +$187K 0.04% 382
2025
Q2 		$3.34M Sell
59,044
-1,917
-3% -$107K 0.04% 384
2025
Q1 		$3.51M Sell
60,961
-1,879
-3% -$109K 0.04% 358
2024
Q4 		$3.6M Sell
62,840
-873
-1% -$52.5K 0.06% 267
2024
Q3 		$3.92M Sell
63,713
-387
-0.6% -$22.6K 0.07% 222
2024
Q2 		$3.43M Sell
64,100
-4,101
-6% -$213K 0.07% 233
2024
Q1 		$3.67M Buy
+68,201
New +$3.61M 0.09% 179

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Waverly Advisors's USRT Position: Q1 2026 in Review

Waverly Advisors increased its iShares Core US REIT ETF (USRT) stake by 1.2% in Q1 2026, buying an estimated $44.8K and bringing the position to 62,852 shares worth $3.72M. The position accounts for 0.03% of the portfolio, ranked #483.

Waverly Advisors first reported a position in USRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.92M in Q3 2024. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Waverly Advisors held 62,852 shares of iShares Core US REIT ETF worth $3.72M as of Q1 2026.
  • Waverly Advisors bought 746 iShares Core US REIT ETF shares in Q1 2026, an estimated $44.8K.
  • iShares Core US REIT ETF made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #483 holding.
  • Waverly Advisors first reported a position in iShares Core US REIT ETF in Q1 2024 and has held it in 9 quarters since.
  • Waverly Advisors's iShares Core US REIT ETF position peaked at $3.92M in Q3 2024.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.