Cetera Investment Advisers
USRT icon

Cetera Investment Advisers’s iShares Core US REIT ETF USRT Stock Holding History

Cetera Investment Advisers’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 		$17.1M Buy
257,149
+68,003
+36% +$4.38M 0.02% 847
2026
Q1 		$11.2M Sell
189,146
-9,413
-5% -$566K 0.01% 1002
2025
Q4 		$11.3M Buy
198,559
+38,016
+24% +$2.2M 0.01% 953
2025
Q3 		$9.43M Buy
160,543
+12,827
+9% +$736K 0.01% 1024
2025
Q2 		$8.35M Buy
147,716
+12,625
+9% +$708K 0.01% 916
2025
Q1 		$7.78M Sell
135,091
-33,437
-20% -$1.94M 0.02% 889
2024
Q4 		$9.66M Buy
168,528
+26,362
+19% +$1.59M 0.02% 718
2024
Q3 		$8.75M Buy
142,166
+45,308
+47% +$2.65M 0.02% 757
2024
Q2 		$5.19M Buy
96,858
+41,637
+75% +$2.16M 0.01% 976
2024
Q1 		$2.97M Buy
55,221
+50,216
+1,003% +$2.66M 0.01% 1289
2023
Q4 		$272K Buy
5,005
+260
+5% +$12.7K ﹤0.01% 1841
2023
Q3 		$224K Sell
4,745
-81
-2% -$4.14K ﹤0.01% 1910
2023
Q2 		$248K Buy
4,826
+708
+17% +$35.4K ﹤0.01% 1862
2023
Q1 		$208K Sell
4,118
-2,451
-37% -$127K ﹤0.01% 1932
2022
Q4 		$325K Buy
+6,569
New +$326K ﹤0.01% 1615
2022
Q2 		– Sell
-3,140
Closed -$203K – 1953
2022
Q1 		$203K Buy
3,140
+34
+1% +$2.13K ﹤0.01% 1708
2021
Q4 		$210K Buy
+3,106
New +$198K ﹤0.01% 1711
2021
Q3 		– Sell
-4,868
Closed -$284K – 1876
2021
Q2 		$284K Sell
4,868
-279
-5% -$15.8K ﹤0.01% 1452
2021
Q1 		$270K Sell
5,147
-74
-1% -$3.72K 0.01% 1306
2020
Q4 		$253K Buy
+5,221
New +$243K 0.01% 1338

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

Cetera Investment Advisers's USRT Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Core US REIT ETF (USRT) stake by 36% in Q2 2026, buying an estimated $4.38M and bringing the position to 257,149 shares worth $17.1M. The position accounts for 0.02% of the portfolio, ranked #847.

Cetera Investment Advisers first reported a position in USRT in Q4 2020 and has held it in 20 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Cetera Investment Advisers held 257,149 shares of iShares Core US REIT ETF worth $17.1M as of Q2 2026.
  • Cetera Investment Advisers bought 68,003 iShares Core US REIT ETF shares in Q2 2026, an estimated $4.38M.
  • iShares Core US REIT ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #847 holding.
  • Cetera Investment Advisers first reported a position in iShares Core US REIT ETF in Q4 2020 and has held it in 20 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.