EP
USRT icon

Essential Partners’s iShares Core US REIT ETF USRT Stock Holding History

Essential Partners’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 		$19.7K Sell
296
-19
-6% -$1.22K 0.01% 912
2026
Q1 		$18.6K Sell
315
-52
-14% -$3.12K 0.01% 954
2025
Q4 		$20.9K Sell
367
-154
-30% -$8.92K 0.01% 887
2025
Q3 		$30.6K Sell
521
-601
-54% -$34.5K 0.01% 748
2025
Q2 		$63.5K Buy
+1,122
New +$62.9K 0.03% 423

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

Essential Partners's USRT Position: Q2 2026 in Review

Essential Partners reduced its iShares Core US REIT ETF (USRT) stake by 6% in Q2 2026, selling an estimated $1.22K and leaving 296 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #912.

Essential Partners first reported a position in USRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $63.5K in Q2 2025. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Essential Partners held 296 shares of iShares Core US REIT ETF worth $19.7K as of Q2 2026.
  • Essential Partners sold 19 iShares Core US REIT ETF shares in Q2 2026, an estimated $1.22K.
  • iShares Core US REIT ETF made up 0.01% of Essential Partners's portfolio in Q2 2026, its #912 holding.
  • Essential Partners first reported a position in iShares Core US REIT ETF in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's iShares Core US REIT ETF position peaked at $63.5K in Q2 2025.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.