EH
USRT icon

Equitable Holdings’s iShares Core US REIT ETF USRT Stock Holding History

Equitable Holdings’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 		– Sell
-51,103
Closed -$2.91M – 1892
2026
Q1 		$2.91M Buy
51,103
+7,250
+17% +$436K 0.02% 611
2025
Q4 		$2.5M Buy
43,853
+3,793
+9% +$220K 0.02% 567
2025
Q3 		$2.35M Buy
40,060
+2,302
+6% +$132K 0.02% 557
2025
Q2 		$2.14M Buy
37,758
+4,672
+14% +$262K 0.02% 544
2025
Q1 		$1.91M Sell
33,086
-2,242
-6% -$130K 0.02% 519
2024
Q4 		$2.02M Sell
35,328
-180
-0.5% -$10.8K 0.02% 484
2024
Q3 		$2.19M Buy
35,508
+3,523
+11% +$206K 0.02% 468
2024
Q2 		$1.71M Sell
31,985
-72
-0.2% -$3.73K 0.02% 504
2024
Q1 		$1.72M Buy
32,057
+4,559
+17% +$242K 0.02% 488
2023
Q4 		$1.49M Sell
27,498
-161
-0.6% -$7.87K 0.02% 485
2023
Q3 		$1.3M Buy
27,659
+3,260
+13% +$167K 0.02% 468
2023
Q2 		$1.25M Sell
24,399
-70
-0.3% -$3.5K 0.02% 462
2023
Q1 		$1.23M Sell
24,469
-490
-2% -$25.4K 0.02% 429
2022
Q4 		$1.23M Buy
24,959
+300
+1% +$14.9K 0.02% 395
2022
Q3 		$1.17M Sell
24,659
-681
-3% -$37.5K 0.02% 372
2022
Q2 		$1.35M Sell
25,340
-2,600
-9% -$153K 0.03% 333
2022
Q1 		$1.81M Sell
27,940
-1,920
-6% -$121K 0.03% 301
2021
Q4 		$2.02M Sell
29,860
-2,650
-8% -$169K 0.03% 279
2021
Q3 		$1.91M Buy
32,510
+130
+0.4% +$7.91K 0.03% 268
2021
Q2 		$1.89M Buy
32,380
+12,513
+63% +$710K 0.03% 266
2021
Q1 		$1.04M Buy
19,867
+97
+0.5% +$4.88K 0.02% 343
2020
Q4 		$957K Sell
19,770
-2,180
-10% -$102K 0.02% 331
2020
Q3 		$960K Sell
21,950
-1,170
-5% -$52.2K 0.02% 311
2020
Q2 		$1M Buy
23,120
+2,470
+12% +$104K 0.03% 303
2020
Q1 		$809K Sell
20,650
-90
-0.4% -$4.59K 0.03% 293
2019
Q4 		$1.13M Buy
+20,740
New +$1.14M 0.03% 277

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

Equitable Holdings's USRT Position: Q2 2026 in Review

Equitable Holdings sold out of iShares Core US REIT ETF (USRT) in Q2 2026, closing a stake of 51,103 shares — an estimated $2.91M sold.

Equitable Holdings first reported a position in USRT in Q4 2019 and held it in 26 quarters. The position peaked at $2.91M in Q1 2026. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Equitable Holdings reported no remaining iShares Core US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Equitable Holdings sold 51,103 iShares Core US REIT ETF shares in Q2 2026, an estimated $2.91M.
  • Equitable Holdings first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 26 quarters.
  • Equitable Holdings's iShares Core US REIT ETF position peaked at $2.91M in Q1 2026.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.