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Westbourne Investments’s iShares Core US REIT ETF USRT Stock Holding History

Westbourne Investments’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 		$535K Sell
8,050
-1,612
-17% -$104K 0.22% 86
2026
Q1 		$572K Buy
9,662
+4,324
+81% +$260K 0.27% 79
2025
Q4 		$304K Buy
+5,338
New +$309K 0.14% 111

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

Westbourne Investments's USRT Position: Q2 2026 in Review

Westbourne Investments reduced its iShares Core US REIT ETF (USRT) stake by 17% in Q2 2026, selling an estimated $104K and leaving 8,050 shares worth $535K. The position accounts for 0.22% of the portfolio, ranked #86.

Westbourne Investments first reported a position in USRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $572K in Q1 2026. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Westbourne Investments held 8,050 shares of iShares Core US REIT ETF worth $535K as of Q2 2026.
  • Westbourne Investments sold 1,612 iShares Core US REIT ETF shares in Q2 2026, an estimated $104K.
  • iShares Core US REIT ETF made up 0.22% of Westbourne Investments's portfolio in Q2 2026, its #86 holding.
  • Westbourne Investments first reported a position in iShares Core US REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • Westbourne Investments's iShares Core US REIT ETF position peaked at $572K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.