Wealthspire Advisors (New York)’s iShares Core US REIT ETF USRT Stock Holding History

Wealthspire Advisors (New York)’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	$629K	Hold	9,462	–	–	﹤0.01%	715
2026 Q1	$560K	Buy	9,462 +4,193	+80%	+$252K	﹤0.01%	542
2025 Q4	$300K	Sell	5,269 -5,269	-50%	-$305K	﹤0.01%	799
2025 Q3	$619K	Hold	10,538	–	–	﹤0.01%	486
2025 Q2	$596K	Sell	10,538 -42	-0.4%	-$2.35K	﹤0.01%	496
2025 Q1	$609K	Buy	10,580 +5,290	+100%	+$306K	﹤0.01%	473
2024 Q4	$303K	Hold	5,290	–	–	﹤0.01%	641
2024 Q3	$326K	Buy	+5,290	New	+$309K	﹤0.01%	604

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

Wealthspire Advisors (New York)'s USRT Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 9,462 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Wealthspire Advisors (New York) first reported a position in USRT in Q3 2024 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Wealthspire Advisors (New York) held 9,462 shares of iShares Core US REIT ETF worth $629K as of Q2 2026.
Wealthspire Advisors (New York) left its iShares Core US REIT ETF share count unchanged in Q2 2026.
iShares Core US REIT ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #715 holding.
Wealthspire Advisors (New York) first reported a position in iShares Core US REIT ETF in Q3 2024 and has held it in 8 quarters since.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.