Baird Financial Group
USRT icon

Baird Financial Group’s iShares Core US REIT ETF USRT Stock Holding History

Baird Financial Group’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 		$2.43M Buy
36,556
+20,678
+130% +$1.33M ﹤0.01% 1029
2026
Q1 		$940K Buy
15,878
+3,259
+26% +$196K ﹤0.01% 1274
2025
Q4 		$719K Buy
12,619
+1,548
+14% +$89.6K ﹤0.01% 1356
2025
Q3 		$650K Buy
11,071
+2,637
+31% +$151K ﹤0.01% 1387
2025
Q2 		$477K Sell
8,434
-5,304
-39% -$297K ﹤0.01% 1432
2025
Q1 		$791K Buy
+13,738
New +$796K ﹤0.01% 1261
2020
Q2 		– Sell
-43,222
Closed -$1.69M – 1594
2020
Q1 		$1.69M Buy
43,222
+3,321
+8% +$170K 0.01% 733
2019
Q4 		$2.18M Buy
39,901
+5,538
+16% +$305K 0.01% 747
2019
Q3 		$1.91M Buy
34,363
+1,525
+5% +$82K 0.01% 783
2019
Q2 		$1.71M Buy
+32,838
New +$1.71M 0.01% 827

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

Baird Financial Group's USRT Position: Q2 2026 in Review

Baird Financial Group increased its iShares Core US REIT ETF (USRT) stake by 130% in Q2 2026, buying an estimated $1.33M and bringing the position to 36,556 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Baird Financial Group first reported a position in USRT in Q2 2019 and has held it in 10 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Baird Financial Group held 36,556 shares of iShares Core US REIT ETF worth $2.43M as of Q2 2026.
  • Baird Financial Group bought 20,678 iShares Core US REIT ETF shares in Q2 2026, an estimated $1.33M.
  • iShares Core US REIT ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1029 holding.
  • Baird Financial Group first reported a position in iShares Core US REIT ETF in Q2 2019 and has held it in 10 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.