BJL
USRT icon

Brighton Jones LLC’s iShares Core US REIT ETF USRT Stock Holding History

Brighton Jones LLC’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 		$734K Sell
11,052
-45
-0.4% -$2.9K 0.01% 628
2026
Q1 		$657K Buy
+11,097
New +$667K 0.01% 587
2025
Q4 		– Sell
-11,052
Closed -$649K – 903
2025
Q3 		$649K Sell
11,052
-43
-0.4% -$2.47K 0.02% 540
2025
Q2 		$628K Buy
11,095
+43
+0.4% +$2.41K 0.02% 461
2025
Q1 		$637K Sell
11,052
-466
-4% -$27K 0.02% 332
2024
Q4 		$660K Buy
+11,518
New +$693K 0.02% 334

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

Brighton Jones LLC's USRT Position: Q2 2026 in Review

Brighton Jones LLC reduced its iShares Core US REIT ETF (USRT) stake by 0.41% in Q2 2026, selling an estimated $2.9K and leaving 11,052 shares worth $734K. The position accounts for 0.01% of the portfolio, ranked #628.

Brighton Jones LLC first reported a position in USRT in Q4 2024 and has held it in 6 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Brighton Jones LLC held 11,052 shares of iShares Core US REIT ETF worth $734K as of Q2 2026.
  • Brighton Jones LLC sold 45 iShares Core US REIT ETF shares in Q2 2026, an estimated $2.9K.
  • iShares Core US REIT ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #628 holding.
  • Brighton Jones LLC first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 6 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.