EWA
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EP Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

EP Wealth 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
2026
Q2 		$686K Sell
10,316
-1,254
-11% -$80.8K ﹤0.01% 886
2026
Q1 		$685K Sell
11,570
-16,739
-59% -$1.01M ﹤0.01% 776
2025
Q4 		$1.61M Buy
+28,309
New +$1.64M 0.01% 494
2025
Q2 		$246K Buy
4,351
+71
+2% +$3.98K ﹤0.01% 1134
2025
Q1 		$247K Sell
4,280
-44
-1% -$2.55K ﹤0.01% 1020
2024
Q4 		$248K Buy
4,324
+903
+26% +$54.3K ﹤0.01% 956
2024
Q3 		$211K Sell
3,421
-1,106
-24% -$64.6K ﹤0.01% 1025
2024
Q2 		$242K Sell
4,527
-3,382
-43% -$175K ﹤0.01% 710
2024
Q1 		$426K Sell
7,909
-9,077
-53% -$481K 0.01% 551
2023
Q4 		$922K Buy
+16,986
New +$831K 0.01% 380

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

EP Wealth Advisors's USRT Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares Core US REIT ETF (USRT) stake by 11% in Q2 2026, selling an estimated $80.8K and leaving 10,316 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

EP Wealth Advisors first reported a position in USRT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.61M in Q4 2025. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • EP Wealth Advisors held 10,316 shares of iShares Core US REIT ETF worth $686K as of Q2 2026.
  • EP Wealth Advisors sold 1,254 iShares Core US REIT ETF shares in Q2 2026, an estimated $80.8K.
  • iShares Core US REIT ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #886 holding.
  • EP Wealth Advisors first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 10 quarters since.
  • EP Wealth Advisors's iShares Core US REIT ETF position peaked at $1.61M in Q4 2025.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.