AIS
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Advocate Investing Services’s iShares Core US REIT ETF USRT Stock Holding History

Advocate Investing Services’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 		$844K Hold
12,700
– – 0.65% 45
2026
Q1 		$752K Buy
+12,700
New +$763K 0.64% 42

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Advocate Investing Services's USRT Position: Q2 2026 in Review

Advocate Investing Services held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 12,700 shares worth $844K. The position accounts for 0.65% of the portfolio, ranked #45.

Advocate Investing Services first reported a position in USRT in Q1 2026 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Advocate Investing Services held 12,700 shares of iShares Core US REIT ETF worth $844K as of Q2 2026.
  • Advocate Investing Services left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up 0.65% of Advocate Investing Services's portfolio in Q2 2026, its #45 holding.
  • Advocate Investing Services first reported a position in iShares Core US REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.