Cerity Partners
USRT icon

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

Cerity 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 		$62.5M Buy
940,273
+24,586
+3% +$1.58M 0.08% 213
2026
Q1 		$54.2M Buy
915,687
+43,788
+5% +$2.63M 0.08% 225
2025
Q4 		$49.7M Buy
871,899
+1,240
+0.1% +$71.8K 0.07% 236
2025
Q3 		$51.1M Buy
870,659
+31,328
+4% +$1.8M 0.08% 205
2025
Q2 		$47.5M Buy
839,331
+506,314
+152% +$28.4M 0.08% 204
2025
Q1 		$19.2M Sell
333,017
-18,161
-5% -$1.05M 0.04% 342
2024
Q4 		$20.1M Buy
351,178
+95,304
+37% +$5.73M 0.04% 313
2024
Q3 		$15.8M Buy
255,874
+57,391
+29% +$3.35M 0.03% 370
2024
Q2 		$10.6M Buy
198,483
+28,446
+17% +$1.48M 0.03% 399
2024
Q1 		$9.05M Sell
170,037
-167,325
-50% -$8.86M 0.02% 485
2023
Q4 		$18.3M Buy
337,362
+123,013
+57% +$6.02M 0.06% 259
2023
Q3 		$10.1M Buy
214,349
+60,136
+39% +$3.08M 0.05% 294
2023
Q2 		$7.93M Sell
154,213
-149,967
-49% -$7.51M 0.03% 389
2023
Q1 		$15.3M Buy
304,180
+39,196
+15% +$2.03M 0.04% 288
2022
Q4 		$13.9M Buy
264,984
+102,387
+63% +$5.07M 0.09% 214
2022
Q3 		$7.72M Buy
162,597
+20,212
+14% +$1.11M 0.09% 190
2022
Q2 		$7.6M Buy
142,385
+107,665
+310% +$6.33M 0.08% 203
2022
Q1 		$2.25M Buy
+34,720
New +$2.18M 0.03% 311

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
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

Cerity Partners's USRT Position: Q2 2026 in Review

Cerity Partners increased its iShares Core US REIT ETF (USRT) stake by 2.7% in Q2 2026, buying an estimated $1.58M and bringing the position to 940,273 shares worth $62.5M. The position accounts for 0.08% of the portfolio, ranked #213.

Cerity Partners first reported a position in USRT in Q1 2022 and has held it in 18 quarters since. 411 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Cerity Partners held 940,273 shares of iShares Core US REIT ETF worth $62.5M as of Q2 2026.
  • Cerity Partners bought 24,586 iShares Core US REIT ETF shares in Q2 2026, an estimated $1.58M.
  • iShares Core US REIT ETF made up 0.08% of Cerity Partners's portfolio in Q2 2026, its #213 holding.
  • Cerity Partners first reported a position in iShares Core US REIT ETF in Q1 2022 and has held it in 18 quarters since.
  • 411 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.