Anchor Capital Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Anchor Capital 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 Q2	$214K	Buy	+3,223	New	+$208K	0.01%	243
2020 Q2	–	Sell	-8,058	Closed	-$316K	–	257
2020 Q1	$316K	Sell	8,058 -310	-4%	-$15.8K	0.01%	215
2019 Q4	$457K	Sell	8,368 -95	-1%	-$5.23K	0.01%	210
2019 Q3	$470K	Buy	8,463 +1,375	+19%	+$74K	0.02%	210
2019 Q2	$369K	Sell	7,088 -135	-2%	-$7.03K	0.01%	220
2019 Q1	$374K	Sell	7,223 -27,555	-79%	-$1.37M	0.01%	212
2018 Q4	$1.56M	Buy	+34,778	New	+$1.65M	0.06%	134

Other funds holding USRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Anchor Capital Advisors's USRT Position: Q2 2026 in Review

Anchor Capital Advisors opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 3,223 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings. This is a return to the name: Anchor Capital Advisors previously reported a position in USRT as recently as Q1 2020.

Anchor Capital Advisors first reported a position in USRT in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.56M in Q4 2018. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Anchor Capital Advisors held 3,223 shares of iShares Core US REIT ETF worth $214K as of Q2 2026.
iShares Core US REIT ETF was a new Anchor Capital Advisors position in Q2 2026.
iShares Core US REIT ETF made up 0.01% of Anchor Capital Advisors's portfolio in Q2 2026, its #243 holding.
Anchor Capital Advisors first reported a position in iShares Core US REIT ETF in Q4 2018 and has held it in 7 quarters since.
Anchor Capital Advisors's iShares Core US REIT ETF position peaked at $1.56M in Q4 2018.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.