YIH
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
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

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Y-Intercept (HK)'s USRT Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 5,550 shares worth $369K. The stake represents 0.01% of the portfolio and ranks #1407 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in USRT as recently as Q1 2022.

Y-Intercept (HK) first reported a position in USRT in Q1 2022 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Y-Intercept (HK) held 5,550 shares of iShares Core US REIT ETF worth $369K as of Q2 2026.
  • iShares Core US REIT ETF was a new Y-Intercept (HK) position in Q2 2026.
  • iShares Core US REIT ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1407 holding.
  • Y-Intercept (HK) first reported a position in iShares Core US REIT ETF in Q1 2022 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.