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Cliff Asness’s iShares Core US REIT ETF USRT Stock Holding History

Cliff Asness’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 		$1.03M Buy
15,425
+899
+6% +$57.9K ﹤0.01% 2991
2026
Q1 		$860K Sell
14,526
-1,244
-8% -$74.7K ﹤0.01% 2857
2025
Q4 		$898K Buy
15,770
+9,481
+151% +$549K ﹤0.01% 2619
2025
Q3 		$369K Buy
6,289
+728
+13% +$41.8K ﹤0.01% 2965
2025
Q2 		$315K Buy
5,561
+1,742
+46% +$97.6K ﹤0.01% 2851
2025
Q1 		$220K Buy
+3,819
New +$221K ﹤0.01% 2839
2024
Q4 		– Sell
-3,419
Closed -$211K – 2962
2024
Q3 		$211K Buy
+3,419
New +$200K ﹤0.01% 2544
2024
Q2 		– Sell
-4,538
Closed -$244K – 2684
2024
Q1 		$244K Buy
+4,538
New +$240K ﹤0.01% 2199

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

Cliff Asness's USRT Position: Q2 2026 in Review

Cliff Asness increased its iShares Core US REIT ETF (USRT) stake by 6.2% in Q2 2026, buying an estimated $57.9K and bringing the position to 15,425 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

Cliff Asness first reported a position in USRT in Q1 2024 and has held it in 8 quarters since. 439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Cliff Asness held 15,425 shares of iShares Core US REIT ETF worth $1.03M as of Q2 2026.
  • Cliff Asness bought 899 iShares Core US REIT ETF shares in Q2 2026, an estimated $57.9K.
  • iShares Core US REIT ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2991 holding.
  • Cliff Asness first reported a position in iShares Core US REIT ETF in Q1 2024 and has held it in 8 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.