YIA
USRT icon

YHB Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

YHB Investment Advisors’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 		$321K Sell
5,206
-399
-7% -$26.4K 0.02% 266
2026
Q2 		$372K Sell
5,605
-268
-5% -$17.3K 0.02% 246
2026
Q1 		$348K Sell
5,873
-3,315
-36% -$199K 0.02% 242
2025
Q4 		$523K Sell
9,188
-720
-7% -$41.7K 0.04% 213
2025
Q3 		$582K Sell
9,908
-124
-1% -$7.12K 0.04% 198
2025
Q2 		$567K Buy
10,032
+40
+0.4% +$2.24K 0.04% 203
2025
Q1 		$576K Buy
9,992
+459
+5% +$26.6K 0.05% 193
2024
Q4 		$546K Buy
9,533
+3,184
+50% +$192K 0.04% 193
2024
Q3 		$391K Sell
6,349
-407
-6% -$23.8K 0.03% 219
2024
Q2 		$362K Sell
6,756
-218
-3% -$11.3K 0.03% 223
2024
Q1 		$375K Buy
6,974
+2,948
+73% +$156K 0.03% 215
2023
Q4 		$219K Buy
+4,026
New +$197K 0.02% 253

Other funds holding USRT

BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

YHB Investment Advisors's USRT Position: Q3 2026 in Review

YHB Investment Advisors reduced its iShares Core US REIT ETF (USRT) stake by 7.1% in Q3 2026, selling an estimated $26.4K and leaving 5,206 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #266.

YHB Investment Advisors first reported a position in USRT in Q4 2023 and has held it in 12 quarters since. The position peaked at $582K in Q3 2025. 27 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • YHB Investment Advisors held 5,206 shares of iShares Core US REIT ETF worth $321K as of Q3 2026.
  • YHB Investment Advisors sold 399 iShares Core US REIT ETF shares in Q3 2026, an estimated $26.4K.
  • iShares Core US REIT ETF made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #266 holding.
  • YHB Investment Advisors first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 12 quarters since.
  • YHB Investment Advisors's iShares Core US REIT ETF position peaked at $582K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.