Citadel Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Citadel Advisors’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
2025 Q2	–	Sell	-100	Closed	-$5.76K	–	15233
2025 Q1	$5.76K	Sell	100 -10,900	-99%	-$631K	﹤0.01%	13795
2024 Q4	$630K	Buy	11,000 +9,500	+633%	+$571K	﹤0.01%	8036
2024 Q3	$92.4K	Hold	1,500	–	–	﹤0.01%	11229
2024 Q2	$80.3K	Sell	1,500 -1,700	-53%	-$88.2K	﹤0.01%	11206
2024 Q1	$172K	Buy	3,200 +1,700	+113%	+$90.1K	﹤0.01%	10556
2023 Q4	$81.4K	Sell	1,500 -5,900	-80%	-$289K	﹤0.01%	11202
2023 Q3	$349K	Buy	7,400 +3,500	+90%	+$179K	﹤0.01%	8844
2023 Q2	$200K	Sell	3,900 -6,800	-64%	-$340K	﹤0.01%	9887
2023 Q1	$539K	Buy	+10,700	New	+$554K	﹤0.01%	8146

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Citadel Advisors's USRT Position: Q1 2026 in Review

Citadel Advisors increased its iShares Core US REIT ETF (USRT) stake by 58% in Q1 2026, buying an estimated $289K and bringing the position to 13,131 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #8259.

Citadel Advisors first reported a position in USRT in Q2 2015 and has held it in 23 quarters since. The position peaked at $6.51M in Q1 2025. 401 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

Citadel Advisors held 13,131 shares of iShares Core US REIT ETF worth $777K as of Q1 2026.
Citadel Advisors bought 4,813 iShares Core US REIT ETF shares in Q1 2026, an estimated $289K.
iShares Core US REIT ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8259 holding.
Citadel Advisors first reported a position in iShares Core US REIT ETF in Q2 2015 and has held it in 23 quarters since.
Citadel Advisors's iShares Core US REIT ETF position peaked at $6.51M in Q1 2025.
401 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.