Cresset Asset Management’s iShares Core US REIT ETF USRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$492K Buy
+7,400
New +$477K ﹤0.01% 1171
2024
Q4
– Sell
-3,581
Closed -$220K – 2210
2024
Q3
$220K Buy
+3,581
New +$209K ﹤0.01% 1946
2024
Q2
– Sell
-3,761
Closed -$202K – 2173
2024
Q1
$202K Buy
+3,761
New +$199K ﹤0.01% 1771
2020
Q2
– Sell
-18,519
Closed -$725K – 744
2020
Q1
$725K Buy
+18,519
New +$946K 0.02% 232

Other funds holding USRT

Cresset Asset Management's USRT Position: Q2 2026 in Review

Cresset Asset Management opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 7,400 shares worth $492K. The stake represents ﹤0.01% of the portfolio and ranks #1171 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in USRT as recently as Q3 2024.

Cresset Asset Management first reported a position in USRT in Q1 2020 and has held it in 4 quarters since. The position peaked at $725K in Q1 2020. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Cresset Asset Management held 7,400 shares of iShares Core US REIT ETF worth $492K as of Q2 2026.
  • iShares Core US REIT ETF was a new Cresset Asset Management position in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1171 holding.
  • Cresset Asset Management first reported a position in iShares Core US REIT ETF in Q1 2020 and has held it in 4 quarters since.
  • Cresset Asset Management's iShares Core US REIT ETF position peaked at $725K in Q1 2020.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

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