Biltmore Family Office’s iShares Core US REIT ETF USRT Stock Holding History

Biltmore Family Office’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	$153K	Hold	2,306	–	–	0.02%	261
2026 Q1	$136K	Hold	2,306	–	–	0.02%	253
2025 Q4	$131K	Hold	2,306	–	–	0.02%	241
2025 Q3	$135K	Hold	2,306	–	–	0.02%	223
2025 Q2	$130K	Hold	2,306	–	–	0.02%	220
2025 Q1	$133K	Hold	2,306	–	–	0.02%	212
2024 Q4	$132K	Hold	2,306	–	–	0.02%	212
2024 Q3	$142K	Hold	2,306	–	–	0.02%	214
2024 Q2	$124K	Hold	2,306	–	–	0.02%	191
2024 Q1	$124K	Hold	2,306	–	–	0.02%	188
2023 Q4	$125K	Hold	2,306	–	–	0.03%	190
2023 Q3	$110K	Hold	2,306	–	–	0.03%	187
2023 Q2	$119K	Hold	2,306	–	–	0.03%	184
2023 Q1	$116K	Hold	2,306	–	–	0.02%	225
2022 Q4	$114K	Hold	2,306	–	–	0.02%	215
2022 Q3	$110K	Hold	2,306	–	–	0.03%	172
2022 Q2	$123K	Hold	2,306	–	–	0.03%	170
2022 Q1	$149K	Hold	2,306	–	–	0.03%	178
2021 Q4	$156K	Hold	2,306	–	–	0.03%	192
2021 Q3	$135K	Hold	2,306	–	–	0.03%	174
2021 Q2	$135K	Buy	+2,306	New	+$131K	0.04%	159

Other funds holding USRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Biltmore Family Office's USRT Position: Q2 2026 in Review

Biltmore Family Office held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 2,306 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #261.

Biltmore Family Office first reported a position in USRT in Q2 2021 and has held it in 21 quarters since. The position peaked at $156K in Q4 2021. 439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Biltmore Family Office held 2,306 shares of iShares Core US REIT ETF worth $153K as of Q2 2026.
Biltmore Family Office left its iShares Core US REIT ETF share count unchanged in Q2 2026.
iShares Core US REIT ETF made up 0.02% of Biltmore Family Office's portfolio in Q2 2026, its #261 holding.
Biltmore Family Office first reported a position in iShares Core US REIT ETF in Q2 2021 and has held it in 21 quarters since.
Biltmore Family Office's iShares Core US REIT ETF position peaked at $156K in Q4 2021.
439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.