WCM
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Windsor Capital Management’s iShares Core US REIT ETF USRT Stock Holding History

Windsor Capital Management’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 		$4.51M Buy
67,817
+1,373
+2% +$88.5K 1.17% 24
2026
Q1 		$3.93M Buy
66,444
+1,183
+2% +$71.1K 1.11% 26
2025
Q4 		$3.72M Buy
65,261
+477
+0.7% +$27.6K 1.03% 28
2025
Q3 		$3.8M Buy
64,784
+4,416
+7% +$253K 1.05% 28
2025
Q2 		$3.41M Buy
60,368
+1,982
+3% +$111K 1% 28
2025
Q1 		$3.36M Buy
58,386
+716
+1% +$41.5K 1.03% 28
2024
Q4 		$3.31M Sell
57,670
-828
-1% -$49.8K 0.98% 28
2024
Q3 		$3.6M Sell
58,498
-713
-1% -$41.6K 1.05% 28
2024
Q2 		$3.17M Buy
59,211
+4,005
+7% +$208K 0.98% 28
2024
Q1 		$2.97M Buy
55,206
+1,423
+3% +$75.4K 0.92% 28
2023
Q4 		$2.92M Buy
53,783
+1,657
+3% +$81K 0.96% 28
2023
Q3 		$2.46M Buy
52,126
+911
+2% +$46.6K 0.85% 27
2023
Q2 		$2.63M Buy
51,215
+2,708
+6% +$136K 0.87% 27
2023
Q1 		$2.44M Buy
48,507
+3,809
+9% +$197K 0.84% 27
2022
Q4 		$2.21M Buy
44,698
+603
+1% +$29.9K 0.8% 28
2022
Q3 		$2.09M Buy
44,095
+1,199
+3% +$66K 0.78% 29
2022
Q2 		$2.29M Buy
42,896
+507
+1% +$29.8K 0.82% 29
2022
Q1 		$2.74M Sell
42,389
-58
-0.1% -$3.64K 0.85% 30
2021
Q4 		$2.87M Buy
42,447
+1,689
+4% +$107K 0.87% 29
2021
Q3 		$2.39M Buy
40,758
+316
+0.8% +$19.2K 0.77% 29
2021
Q2 		$2.36M Buy
40,442
+488
+1% +$27.7K 0.78% 30
2021
Q1 		$2.09M Buy
39,954
+6,026
+18% +$303K 0.73% 31
2020
Q4 		$1.64M Buy
33,928
+3,637
+12% +$170K 0.61% 37
2020
Q3 		$1.32M Buy
30,291
+3,411
+13% +$152K 0.55% 39
2020
Q2 		$1.17M Buy
26,880
+6,857
+34% +$288K 0.5% 42
2020
Q1 		$784K Buy
20,023
+1,929
+11% +$98.5K 0.4% 52
2019
Q4 		$987K Buy
18,094
+3,144
+21% +$173K 0.42% 53
2019
Q3 		$830K Buy
14,950
+2,788
+23% +$150K 0.37% 59
2019
Q2 		$632K Buy
12,162
+1,159
+11% +$60.4K 0.29% 74
2019
Q1 		$569K Buy
11,003
+1,416
+15% +$70.2K 0.27% 78
2018
Q4 		$429K Buy
9,587
+2,032
+27% +$96.2K 0.22% 84
2018
Q3 		$365K Buy
7,555
+1,601
+27% +$79.8K 0.16% 96
2018
Q2 		$292K Buy
+5,954
New +$278K 0.14% 103

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WAP
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MNBTD
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CNBT
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FSAG
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AWM
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CA
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PP
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EF
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