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USRT icon

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

Ancora 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 		$6.64K Hold
100
– – ﹤0.01% 1566
2026
Q1 		$5.92K Hold
100
– – ﹤0.01% 1926
2025
Q4 		$5.7K Hold
100
– – ﹤0.01% 1931
2025
Q3 		$5.87K Hold
100
– – ﹤0.01% 1482
2025
Q2 		$5.66K Sell
100
-97
-49% -$5.44K ﹤0.01% 1473
2025
Q1 		$11.3K Buy
197
+97
+97% +$5.62K ﹤0.01% 1301
2024
Q4 		$5.73K Hold
100
– – ﹤0.01% 1440
2024
Q3 		$6.16K Hold
100
– – ﹤0.01% 1409
2024
Q2 		$5.36K Hold
100
– – ﹤0.01% 1429
2024
Q1 		$5.38K Hold
100
– – ﹤0.01% 1429
2023
Q4 		$5.43K Hold
100
– – ﹤0.01% 1383
2023
Q3 		$4.72K Hold
100
– – ﹤0.01% 1399
2023
Q2 		$5.14K Hold
100
– – ﹤0.01% 1380
2023
Q1 		$5.04K Hold
100
– – ﹤0.01% 1399
2022
Q4 		$5K Hold
100
– – ﹤0.01% 1484
2022
Q3 		$5K Hold
100
– – ﹤0.01% 1657
2022
Q2 		$5K Hold
100
– – ﹤0.01% 1771
2022
Q1 		$6K Buy
+100
New +$6.28K ﹤0.01% 1913
2021
Q4 		– Sell
-167
Closed -$10K – 2452
2021
Q3 		$10K Buy
+167
New +$10.2K ﹤0.01% 1688

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

Ancora Advisors's USRT Position: Q2 2026 in Review

Ancora Advisors held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 100 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Ancora Advisors first reported a position in USRT in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.3K in Q1 2025. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Ancora Advisors held 100 shares of iShares Core US REIT ETF worth $6.64K as of Q2 2026.
  • Ancora Advisors left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1566 holding.
  • Ancora Advisors first reported a position in iShares Core US REIT ETF in Q3 2021 and has held it in 19 quarters since.
  • Ancora Advisors's iShares Core US REIT ETF position peaked at $11.3K in Q1 2025.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.