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USRT icon

WealthCollab’s iShares Core US REIT ETF USRT Stock Holding History

WealthCollab’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 		$806K Hold
12,131
– – 0.29% 42
2026
Q1 		$718K Hold
12,131
– – 0.3% 40
2025
Q4 		$691K Buy
12,131
+468
+4% +$27.1K 0.28% 45
2025
Q3 		$685K Hold
11,663
– – 0.31% 41
2025
Q2 		$660K Buy
11,663
+464
+4% +$26K 0.37% 39
2025
Q1 		$645K Buy
11,199
+599
+6% +$34.7K 0.4% 38
2024
Q4 		$607K Hold
10,600
– – 0.39% 39
2024
Q3 		$653K Sell
10,600
-59
-0.6% -$3.44K 0.43% 37
2024
Q2 		$571K Hold
10,659
– – 0.41% 37
2024
Q1 		$573K Buy
10,659
+51
+0.5% +$2.7K 0.42% 35
2023
Q4 		$576K Buy
+10,608
New +$519K 0.45% 34

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

WealthCollab's USRT Position: Q2 2026 in Review

WealthCollab held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 12,131 shares worth $806K. The position accounts for 0.29% of the portfolio, ranked #42.

WealthCollab first reported a position in USRT in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • WealthCollab held 12,131 shares of iShares Core US REIT ETF worth $806K as of Q2 2026.
  • WealthCollab left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up 0.29% of WealthCollab's portfolio in Q2 2026, its #42 holding.
  • WealthCollab first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.