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USRT icon

Garde Capital’s iShares Core US REIT ETF USRT Stock Holding History

Garde Capital’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 Buy
10,330
+742
+8% +$47.8K 0.03% 141
2026
Q1 		$568K Hold
9,588
– – 0.03% 126
2025
Q4 		$546K Buy
9,588
+825
+9% +$47.8K 0.03% 143
2025
Q3 		$515K Buy
8,763
+291
+3% +$16.7K 0.03% 162
2025
Q2 		$479K Hold
8,472
– – 0.03% 159
2025
Q1 		$488K Hold
8,472
– – 0.03% 156
2024
Q4 		$486K Hold
8,472
– – 0.03% 143
2024
Q3 		$522K Hold
8,472
– – 0.03% 137
2024
Q2 		$454K Sell
8,472
-3,423
-29% -$178K 0.03% 140
2024
Q1 		$639K Hold
11,895
– – 0.04% 125
2023
Q4 		$646K Sell
11,895
-29,696
-71% -$1.45M 0.05% 121
2023
Q3 		$1.96M Hold
41,591
– – 0.17% 59
2023
Q2 		$2.14M Sell
41,591
-2,601
-6% -$130K 0.18% 60
2023
Q1 		$2.23M Hold
44,192
– – 0.24% 51
2022
Q4 		$2.19M Buy
44,192
+11,325
+34% +$561K 0.26% 49
2022
Q3 		$1.56M Buy
32,867
+25,128
+325% +$1.38M 0.2% 59
2022
Q2 		$413K Hold
7,739
– – 0.05% 129
2022
Q1 		$500K Hold
7,739
– – 0.05% 126
2021
Q4 		$523K Hold
7,739
– – 0.05% 128
2021
Q3 		$454K Hold
7,739
– – 0.05% 130
2021
Q2 		$451K Hold
7,739
– – 0.05% 130
2021
Q1 		$406K Hold
7,739
– – 0.05% 128
2020
Q4 		$374K Hold
7,739
– – 0.05% 133
2020
Q3 		$339K Hold
7,739
– – 0.05% 124
2020
Q2 		$336K Buy
+7,739
New +$325K 0.05% 112

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

Garde Capital's USRT Position: Q2 2026 in Review

Garde Capital increased its iShares Core US REIT ETF (USRT) stake by 7.7% in Q2 2026, buying an estimated $47.8K and bringing the position to 10,330 shares worth $686K. The position accounts for 0.03% of the portfolio, ranked #141.

Garde Capital first reported a position in USRT in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.23M in Q1 2023. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Garde Capital held 10,330 shares of iShares Core US REIT ETF worth $686K as of Q2 2026.
  • Garde Capital bought 742 iShares Core US REIT ETF shares in Q2 2026, an estimated $47.8K.
  • iShares Core US REIT ETF made up 0.03% of Garde Capital's portfolio in Q2 2026, its #141 holding.
  • Garde Capital first reported a position in iShares Core US REIT ETF in Q2 2020 and has held it in 25 quarters since.
  • Garde Capital's iShares Core US REIT ETF position peaked at $2.23M in Q1 2023.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.