CI
USRT icon

CX Institutional’s iShares Core US REIT ETF USRT Stock Holding History

CX Institutional’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 		$13K Sell
196
-3,169
-94% -$204K ﹤0.01% 1260
2026
Q1 		$199K Buy
3,365
+2,534
+305% +$152K 0.01% 720
2025
Q4 		$47K Buy
831
+223
+37% +$12.9K ﹤0.01% 982
2025
Q3 		$36K Buy
608
+272
+81% +$15.6K ﹤0.01% 997
2025
Q2 		$19K Sell
336
-115
-25% -$6.45K ﹤0.01% 969
2025
Q1 		$26K Buy
+451
New +$26.1K ﹤0.01% 927
2018
Q4 		– Sell
-512
Closed -$25K – 562
2018
Q3 		$25K Buy
+512
New +$25.5K 0.01% 221

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

CX Institutional's USRT Position: Q2 2026 in Review

CX Institutional reduced its iShares Core US REIT ETF (USRT) stake by 94% in Q2 2026, selling an estimated $204K and leaving 196 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

CX Institutional first reported a position in USRT in Q3 2018 and has held it in 7 quarters since. The position peaked at $199K in Q1 2026. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • CX Institutional held 196 shares of iShares Core US REIT ETF worth $13K as of Q2 2026.
  • CX Institutional sold 3,169 iShares Core US REIT ETF shares in Q2 2026, an estimated $204K.
  • iShares Core US REIT ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1260 holding.
  • CX Institutional first reported a position in iShares Core US REIT ETF in Q3 2018 and has held it in 7 quarters since.
  • CX Institutional's iShares Core US REIT ETF position peaked at $199K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.