Bank of America
USRT icon

Bank of America’s iShares Core US REIT ETF USRT Stock Holding History

Bank of America’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
Q1 		$35M Sell
591,718
-841,640
-59% -$50.6M ﹤0.01% 1899
2025
Q4 		$81.6M Buy
1,433,358
+1,151,914
+409% +$66.7M 0.01% 1230
2025
Q3 		$16.5M Buy
281,444
+1,703
+0.6% +$97.8K ﹤0.01% 2791
2025
Q2 		$15.8M Sell
279,741
-150,001
-35% -$8.41M ﹤0.01% 2799
2025
Q1 		$24.8M Sell
429,742
-554,721
-56% -$32.1M ﹤0.01% 2221
2024
Q4 		$56.4M Buy
984,463
+780,348
+382% +$46.9M ﹤0.01% 1406
2024
Q3 		$12.6M Sell
204,115
-31,496
-13% -$1.84M ﹤0.01% 2859
2024
Q2 		$12.6M Buy
235,611
+111,483
+90% +$5.78M ﹤0.01% 2708
2024
Q1 		$6.68M Sell
124,128
-550,783
-82% -$29.2M ﹤0.01% 3367
2023
Q4 		$36.6M Buy
674,911
+424,245
+169% +$20.7M ﹤0.01% 1600
2023
Q3 		$11.8M Buy
250,666
+153,274
+157% +$7.84M ﹤0.01% 2572
2023
Q2 		$5.01M Sell
97,392
-89,790
-48% -$4.49M ﹤0.01% 3406
2023
Q1 		$9.43M Sell
187,182
-760,891
-80% -$39.4M ﹤0.01% 2885
2022
Q4 		$46.9M Buy
948,073
+606,077
+177% +$30M 0.01% 1350
2022
Q3 		$16.2M Sell
341,996
-1,918
-0.6% -$106K ﹤0.01% 2139
2022
Q2 		$18.4M Buy
343,914
+159,232
+86% +$9.36M ﹤0.01% 2089
2022
Q1 		$11.9M Sell
184,682
-194,469
-51% -$12.2M ﹤0.01% 2692
2021
Q4 		$25.6M Buy
379,151
+214,853
+131% +$13.7M ﹤0.01% 1985
2021
Q3 		$9.64M Sell
164,298
-6,684
-4% -$406K ﹤0.01% 2895
2021
Q2 		$9.97M Buy
170,982
+22,051
+15% +$1.25M ﹤0.01% 2867
2021
Q1 		$7.8M Sell
148,931
-154,243
-51% -$7.76M ﹤0.01% 2968
2020
Q4 		$14.7M Buy
303,174
+197,944
+188% +$9.23M ﹤0.01% 2177
2020
Q3 		$4.6M Buy
105,230
+22,408
+27% +$1,000K ﹤0.01% 2987
2020
Q2 		$3.6M Sell
82,822
-49,055
-37% -$2.06M ﹤0.01% 3145
2020
Q1 		$5.17M Sell
131,877
-165,778
-56% -$8.46M ﹤0.01% 2636
2019
Q4 		$16.2M Buy
297,655
+95,799
+47% +$5.27M ﹤0.01% 2079
2019
Q3 		$11.2M Buy
201,856
+52,297
+35% +$2.81M ﹤0.01% 2388
2019
Q2 		$7.78M Sell
149,559
-59
-0% -$3.07K ﹤0.01% 2820
2019
Q1 		$7.74M Buy
149,618
+79,693
+114% +$3.95M ﹤0.01% 2733
2018
Q4 		$3.14M Sell
69,925
-84,907
-55% -$4.02M ﹤0.01% 3461
2018
Q3 		$7.49M Buy
154,832
+130,630
+540% +$6.51M ﹤0.01% 2790
2018
Q2 		$1.19M Buy
24,202
+10,727
+80% +$500K ﹤0.01% 4364
2018
Q1 		$607K Sell
13,475
-3,942
-23% -$180K ﹤0.01% 4701
2017
Q4 		$864K Buy
17,417
+3,329
+24% +$166K ﹤0.01% 4587
2017
Q3 		$694K Sell
14,088
-4,251
-23% -$210K ﹤0.01% 4758
2017
Q2 		$902K Sell
18,339
-2,679
-13% -$132K ﹤0.01% 4505
2017
Q1 		$1.03M Buy
21,018
+2,688
+15% +$132K ﹤0.01% 4406
2016
Q4 		$894K Sell
18,330
-12,590
-41% -$601K ﹤0.01% 4426
2016
Q3 		$1.57M Buy
30,920
+11,084
+56% +$575K ﹤0.01% 3829
2016
Q2 		$1.02M Buy
19,836
+993
+5% +$48.8K ﹤0.01% 4160
2016
Q1 		$923K Sell
18,843
-13,320
-41% -$609K ﹤0.01% 4168
2015
Q4 		$1.52M Sell
32,163
-18,659
-37% -$866K ﹤0.01% 4030
2015
Q3 		$2.23M Sell
50,822
-26,333
-34% -$1.18M ﹤0.01% 3663
2015
Q2 		$3.35M Buy
77,155
+5,432
+8% +$252K ﹤0.01% 2968
2015
Q1 		$3.48M Sell
71,723
-6,823
-9% -$335K ﹤0.01% 2780
2014
Q4 		$3.71M Buy
78,546
+57,607
+275% +$2.64M ﹤0.01% 2824
2014
Q3 		$884K Buy
20,939
+1,450
+7% +$63.9K ﹤0.01% 4082
2014
Q2 		$850K Sell
19,489
-3,882
-17% -$166K ﹤0.01% 4128
2014
Q1 		$958K Sell
23,371
-26,277
-53% -$1.05M ﹤0.01% 3950
2013
Q4 		$1.89M Sell
49,648
-8,937
-15% -$350K ﹤0.01% 3370
2013
Q3 		$2.28M Sell
58,585
-1,407
-2% -$56.2K ﹤0.01% 3138
2013
Q2 		$2.44M Buy
+59,992
New +$2.6M ﹤0.01% 2981

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Bank of America's USRT Position: Q1 2026 in Review

Bank of America reduced its iShares Core US REIT ETF (USRT) stake by 59% in Q1 2026, selling an estimated $50.6M and leaving 591,718 shares worth $35M. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Bank of America first reported a position in USRT in Q2 2013 and has held it in 52 quarters since. The position peaked at $81.6M in Q4 2025. 401 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Bank of America held 591,718 shares of iShares Core US REIT ETF worth $35M as of Q1 2026.
  • Bank of America sold 841,640 iShares Core US REIT ETF shares in Q1 2026, an estimated $50.6M.
  • iShares Core US REIT ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1899 holding.
  • Bank of America first reported a position in iShares Core US REIT ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's iShares Core US REIT ETF position peaked at $81.6M in Q4 2025.
  • 401 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.