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

Gladstone Institutional Advisory’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	$839K	Sell	12,624 -12,560	-50%	-$809K	0.03%	457
2026 Q1	$1.49M	Buy	25,184 +1,791	+8%	+$108K	0.06%	306
2025 Q4	$1.33M	Buy	23,393 +2,147	+10%	+$124K	0.05%	317
2025 Q3	$1.25M	Buy	21,246 +1,671	+9%	+$95.9K	0.05%	323
2025 Q2	$1.11M	Buy	19,575 +7,451	+61%	+$418K	0.05%	329
2025 Q1	$698K	Buy	12,124 +2,550	+27%	+$148K	0.03%	394
2024 Q4	$549K	Buy	9,574 +2,856	+43%	+$172K	0.03%	454
2024 Q3	$414K	Buy	+6,718	New	+$392K	0.02%	499

Other funds holding USRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Gladstone Institutional Advisory's USRT Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares Core US REIT ETF (USRT) stake by 50% in Q2 2026, selling an estimated $809K and leaving 12,624 shares worth $839K. The position accounts for 0.03% of the portfolio, ranked #457.

Gladstone Institutional Advisory first reported a position in USRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q1 2026. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Gladstone Institutional Advisory held 12,624 shares of iShares Core US REIT ETF worth $839K as of Q2 2026.
Gladstone Institutional Advisory sold 12,560 iShares Core US REIT ETF shares in Q2 2026, an estimated $809K.
iShares Core US REIT ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #457 holding.
Gladstone Institutional Advisory first reported a position in iShares Core US REIT ETF in Q3 2024 and has held it in 8 quarters since.
Gladstone Institutional Advisory's iShares Core US REIT ETF position peaked at $1.49M in Q1 2026.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.