Y-Intercept (HK)
USRT icon

Y-Intercept (HK)’s iShares Core US REIT ETF USRT Stock Holding History

Y-Intercept (HK)’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
Q3 		– Sell
-5,550
Closed -$369K – 2114
2026
Q2 		$369K Buy
+5,550
New +$358K 0.01% 1407
2022
Q2 		– Sell
-3,952
Closed -$255K – 1205
2022
Q1 		$255K Buy
+3,952
New +$248K 0.06% 518

Other funds holding USRT

TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Y-Intercept (HK)'s USRT Position: Q3 2026 in Review

Y-Intercept (HK) sold out of iShares Core US REIT ETF (USRT) in Q3 2026, closing a stake of 5,550 shares — an estimated $369K sold.

Y-Intercept (HK) first reported a position in USRT in Q1 2022 and held it in 2 quarters. The position peaked at $369K in Q2 2026. 193 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Y-Intercept (HK) reported no remaining iShares Core US REIT ETF position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 5,550 iShares Core US REIT ETF shares in Q3 2026, an estimated $369K.
  • Y-Intercept (HK) first reported a position in iShares Core US REIT ETF in Q1 2022 and held it in 2 quarters.
  • Y-Intercept (HK)'s iShares Core US REIT ETF position peaked at $369K in Q2 2026.
  • 193 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.