Glen Eagle Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Glen Eagle 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	$3.11K	Sell	47 -48	-51%	-$3.09K	﹤0.01%	841
2026 Q1	$5.61K	Sell	95 -11,013	-99%	-$662K	﹤0.01%	736
2025 Q4	$633K	Buy	11,108 +2,464	+29%	+$143K	0.09%	155
2025 Q3	$508K	Buy	8,644 +8,558	+9,951%	+$491K	0.07%	171
2025 Q2	$4.86K	Hold	86	–	–	﹤0.01%	735
2025 Q1	$4.95K	Hold	86	–	–	﹤0.01%	731
2024 Q4	$4.93K	Hold	86	–	–	﹤0.01%	751
2024 Q3	$5.29K	Hold	86	–	–	﹤0.01%	750
2024 Q2	$4.61K	Hold	86	–	–	﹤0.01%	765
2024 Q1	$4.63K	Hold	86	–	–	﹤0.01%	777
2023 Q4	$4.67K	Hold	86	–	–	﹤0.01%	748
2023 Q3	$4.06K	Sell	86 -1	-1%	-$51	﹤0.01%	756
2023 Q2	$4.42K	Buy	87 +1	+1%	+$50	﹤0.01%	755
2023 Q1	$4.31K	Buy	86 +1	+1%	+$52	﹤0.01%	739
2022 Q4	$4.2K	Hold	85	–	–	﹤0.01%	741
2022 Q3	$4.04K	Hold	85	–	–	﹤0.01%	740
2022 Q2	$4.54K	Buy	+85	New	+$5K	﹤0.01%	730

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

Glen Eagle Advisors's USRT Position: Q2 2026 in Review

Glen Eagle Advisors reduced its iShares Core US REIT ETF (USRT) stake by 51% in Q2 2026, selling an estimated $3.09K and leaving 47 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Glen Eagle Advisors first reported a position in USRT in Q2 2022 and has held it in 17 quarters since. The position peaked at $633K in Q4 2025. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Glen Eagle Advisors held 47 shares of iShares Core US REIT ETF worth $3.11K as of Q2 2026.
Glen Eagle Advisors sold 48 iShares Core US REIT ETF shares in Q2 2026, an estimated $3.09K.
iShares Core US REIT ETF made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #841 holding.
Glen Eagle Advisors first reported a position in iShares Core US REIT ETF in Q2 2022 and has held it in 17 quarters since.
Glen Eagle Advisors's iShares Core US REIT ETF position peaked at $633K in Q4 2025.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.