BIP
USRT icon

Blueprint Investment Partners’s iShares Core US REIT ETF USRT Stock Holding History

Blueprint Investment Partners’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 		$42.9M Buy
646,149
+426,616
+194% +$27.5M 3.58% 6
2026
Q1 		$13M Buy
219,533
+41,379
+23% +$2.49M 1.33% 17
2025
Q4 		$10.1M Buy
178,154
+29,704
+20% +$1.72M 1.09% 17
2025
Q3 		$8.72M Buy
148,450
+13,898
+10% +$798K 1.23% 19
2025
Q2 		$7.61M Sell
134,552
-182,206
-58% -$10.2M 1.35% 20
2025
Q1 		$18.2M Buy
316,758
+16,415
+5% +$951K 3.33% 7
2024
Q4 		$17.2M Sell
300,343
-80,322
-21% -$4.83M 2.73% 8
2024
Q3 		$23.4M Buy
380,665
+191,425
+101% +$11.2M 4.25% 5
2024
Q2 		$10.1M Sell
189,240
-222,580
-54% -$11.5M 2.19% 13
2024
Q1 		$22.2M Buy
411,820
+80,707
+24% +$4.28M 4.38% 5
2023
Q4 		$18M Buy
331,113
+243,773
+279% +$11.9M 4.95% 4
2023
Q3 		$4.12M Buy
87,340
+22,555
+35% +$1.15M 1.32% 17
2023
Q2 		$3.33M Buy
64,785
+200
+0.3% +$10K 1.2% 17
2023
Q1 		$3.26M Sell
64,585
-7,335
-10% -$380K 0.74% 37
2022
Q4 		$3.56M Buy
71,920
+13,163
+22% +$652K 0.75% 30
2022
Q3 		$2.79M Buy
58,757
+3,810
+7% +$210K 0.76% 27
2022
Q2 		$2.93M Sell
54,947
-161,141
-75% -$9.48M 0.79% 25
2022
Q1 		$14M Sell
216,088
-29,199
-12% -$1.83M 3.6% 5
2021
Q4 		$16.6M Buy
245,287
+6,250
+3% +$398K 4.08% 2
2021
Q3 		$14M Buy
239,037
+14,965
+7% +$910K 7% 2
2021
Q2 		$13.1M Sell
224,072
-34,981
-14% -$1.99M 10.45% 2
2021
Q1 		$13.6M Buy
259,053
+258,792
+99,154% +$13M 10.57% 2
2020
Q4 		$12.6K Sell
261
-260,462
-100% -$12.1M 10.22% 2
2020
Q3 		$12.6M Buy
260,723
+165,045
+173% +$7.36M 9.97% 2
2020
Q2 		$4.16M Buy
95,678
+24,441
+34% +$1.03M 2.65% 13
2020
Q1 		$2.79M Sell
71,237
-59,268
-45% -$3.03M 2.84% 9
2019
Q4 		$7.12M Buy
+130,505
New +$7.18M 5.66% 7

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

Blueprint Investment Partners's USRT Position: Q2 2026 in Review

Blueprint Investment Partners increased its iShares Core US REIT ETF (USRT) stake by 194% in Q2 2026, buying an estimated $27.5M and bringing the position to 646,149 shares worth $42.9M. The position accounts for 3.58% of the portfolio, ranked #6.

Blueprint Investment Partners first reported a position in USRT in Q4 2019 and has held it in 27 quarters since. 441 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Blueprint Investment Partners held 646,149 shares of iShares Core US REIT ETF worth $42.9M as of Q2 2026.
  • Blueprint Investment Partners bought 426,616 iShares Core US REIT ETF shares in Q2 2026, an estimated $27.5M.
  • iShares Core US REIT ETF made up 3.58% of Blueprint Investment Partners's portfolio in Q2 2026, its #6 holding.
  • Blueprint Investment Partners first reported a position in iShares Core US REIT ETF in Q4 2019 and has held it in 27 quarters since.
  • 441 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.