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

Aptus 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 		$109K Sell
1,646
-602
-27% -$38.8K ﹤0.01% 1238
2026
Q1 		$133K Buy
2,248
+179
+9% +$10.8K ﹤0.01% 1086
2025
Q4 		$118K Hold
2,069
– – ﹤0.01% 1137
2025
Q3 		$121K Buy
2,069
+366
+21% +$21K ﹤0.01% 1084
2025
Q2 		$96.3K Sell
1,703
-14,488
-89% -$812K ﹤0.01% 1082
2025
Q1 		$933K Sell
16,191
-4,706
-23% -$273K 0.01% 524
2024
Q4 		$1.2M Buy
20,897
+2,794
+15% +$168K 0.01% 472
2024
Q3 		$1.11M Buy
18,103
+243
+1% +$14.2K 0.02% 391
2024
Q2 		$957K Buy
17,860
+8,117
+83% +$421K 0.02% 401
2024
Q1 		$524K Buy
+9,743
New +$516K 0.01% 506
2023
Q1 		– Sell
-7
Closed -$346 – 898
2022
Q4 		$346 Buy
7
+5
+250% +$248 ﹤0.01% 782
2022
Q3 		$0 Sell
2
-1
-33% -$55 ﹤0.01% 817
2022
Q2 		$0 Hold
3
– – ﹤0.01% 740
2022
Q1 		$0 Buy
+3
New +$188 ﹤0.01% 733

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

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

Aptus Capital Advisors reduced its iShares Core US REIT ETF (USRT) stake by 27% in Q2 2026, selling an estimated $38.8K and leaving 1,646 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Aptus Capital Advisors first reported a position in USRT in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2024. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Aptus Capital Advisors held 1,646 shares of iShares Core US REIT ETF worth $109K as of Q2 2026.
  • Aptus Capital Advisors sold 602 iShares Core US REIT ETF shares in Q2 2026, an estimated $38.8K.
  • iShares Core US REIT ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1238 holding.
  • Aptus Capital Advisors first reported a position in iShares Core US REIT ETF in Q1 2022 and has held it in 14 quarters since.
  • Aptus Capital Advisors's iShares Core US REIT ETF position peaked at $1.2M in Q4 2024.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.