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BOLTON SECURITIES CORPORATION’s iShares Core US REIT ETF USRT Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$425K Buy
6,907
+8
+0.1% +$530 0.02% 648
2026
Q2 		$458K Buy
6,899
+5
+0.1% +$322 0.02% 631
2026
Q1 		$408K Buy
+6,894
New +$414K 0.02% 600
2025
Q3 		$405K Buy
+6,890
New +$396K 0.02% 563
2025
Q1 		$397K Buy
+6,890
New +$399K 0.02% 535

Other funds holding USRT

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's USRT Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares Core US REIT ETF (USRT) stake by 0.12% in Q3 2026, buying an estimated $530 and bringing the position to 6,907 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #648.

BOLTON SECURITIES CORPORATION first reported a position in USRT in Q1 2025 and has held it in 5 quarters since. The position peaked at $458K in Q2 2026. 351 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 6,907 shares of iShares Core US REIT ETF worth $425K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 8 iShares Core US REIT ETF shares in Q3 2026, an estimated $530.
  • iShares Core US REIT ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #648 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Core US REIT ETF position peaked at $458K in Q2 2026.
  • 351 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.