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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
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

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

WealthCollab's USRT Position: Q1 2026 in Review

WealthCollab held its iShares Core US REIT ETF (USRT) position steady in Q1 2026 at 12,131 shares worth $718K. The position accounts for 0.3% of the portfolio, ranked #40.

WealthCollab first reported a position in USRT in Q4 2023 and has held it in 10 quarters since. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • WealthCollab held 12,131 shares of iShares Core US REIT ETF worth $718K as of Q1 2026.
  • WealthCollab left its iShares Core US REIT ETF share count unchanged in Q1 2026.
  • iShares Core US REIT ETF made up 0.3% of WealthCollab's portfolio in Q1 2026, its #40 holding.
  • WealthCollab first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 10 quarters since.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.