Bank of Montreal
USRT icon

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

Bank of Montreal’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 		$97.6K Buy
1,469
+830
+130% +$53.5K ﹤0.01% 3241
2026
Q1 		$37.8K Buy
639
+39
+7% +$2.34K ﹤0.01% 3357
2025
Q4 		$34.2K Hold
600
– – ﹤0.01% 3265
2025
Q3 		$35.2K Buy
+600
New +$34.4K ﹤0.01% 3195
2025
Q2 		– Sell
-123
Closed -$7.08K – 3760
2025
Q1 		$7.08K Buy
+123
New +$7.12K ﹤0.01% 3331
2024
Q4 		– Sell
-40
Closed -$2.45K – 3957
2024
Q3 		$2.45K Sell
40
-420
-91% -$24.5K ﹤0.01% 3763
2024
Q2 		$24.7K Hold
460
– – ﹤0.01% 3556
2024
Q1 		$24.8K Hold
460
– – ﹤0.01% 3588
2023
Q4 		$25.3K Hold
460
– – ﹤0.01% 3698
2023
Q3 		$23.7K Hold
460
– – ﹤0.01% 3542
2023
Q2 		$23.7K Sell
460
-153
-25% -$7.66K ﹤0.01% 3706
2023
Q1 		$30.9K Sell
613
-6,208
-91% -$321K ﹤0.01% 3451
2022
Q4 		$339K Buy
6,821
+6,208
+1,013% +$308K ﹤0.01% 2839
2022
Q3 		$34 Sell
613
-61,657
-99% -$3.39M ﹤0.01% 3709
2022
Q2 		$3.46K Buy
62,270
+61,157
+5,495% +$3.6M ﹤0.01% 1612
2022
Q1 		$73K Buy
1,113
+153
+16% +$9.61K ﹤0.01% 3718
2021
Q4 		$65K Sell
960
-10,000
-91% -$636K ﹤0.01% 3197
2021
Q3 		$656K Hold
10,960
– – ﹤0.01% 2725
2021
Q2 		$647K Buy
10,960
+10,460
+2,092% +$594K ﹤0.01% 2698
2021
Q1 		$27K Hold
500
– – ﹤0.01% 3949
2020
Q4 		$23K Buy
+500
New +$23.3K ﹤0.01% 4363
2019
Q3 		– Sell
-230
Closed -$12K – 4999
2019
Q2 		$12K Buy
+230
New +$12K ﹤0.01% 4451

Other funds holding USRT

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Bank of Montreal's USRT Position: Q2 2026 in Review

Bank of Montreal increased its iShares Core US REIT ETF (USRT) stake by 130% in Q2 2026, buying an estimated $53.5K and bringing the position to 1,469 shares worth $97.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3241.

Bank of Montreal first reported a position in USRT in Q2 2019 and has held it in 22 quarters since. The position peaked at $656K in Q3 2021. 377 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Bank of Montreal held 1,469 shares of iShares Core US REIT ETF worth $97.6K as of Q2 2026.
  • Bank of Montreal bought 830 iShares Core US REIT ETF shares in Q2 2026, an estimated $53.5K.
  • iShares Core US REIT ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3241 holding.
  • Bank of Montreal first reported a position in iShares Core US REIT ETF in Q2 2019 and has held it in 22 quarters since.
  • Bank of Montreal's iShares Core US REIT ETF position peaked at $656K in Q3 2021.
  • 377 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.