GT
USRT icon

Glenview Trust’s iShares Core US REIT ETF USRT Stock Holding History

Glenview Trust’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 		$12.8M Sell
192,115
-1,620
-0.8% -$104K 0.18% 99
2026
Q1 		$11.5M Sell
193,735
-919
-0.5% -$55.2K 0.18% 107
2025
Q4 		$11.1M Sell
194,654
-4,518
-2% -$262K 0.17% 111
2025
Q3 		$11.7M Buy
199,172
+1,990
+1% +$114K 0.19% 109
2025
Q2 		$11.2M Sell
197,182
-20,646
-9% -$1.16M 0.19% 105
2025
Q1 		$12.5M Buy
217,828
+3,292
+2% +$191K 0.24% 99
2024
Q4 		$12.3M Sell
214,536
-2,377
-1% -$143K 0.23% 97
2024
Q3 		$13.4M Sell
216,913
-130
-0.1% -$7.59K 0.26% 89
2024
Q2 		$11.6M Buy
217,043
+5,437
+3% +$282K 0.23% 93
2024
Q1 		$11.4M Buy
211,606
+1,637
+0.8% +$86.7K 0.24% 95
2023
Q4 		$11.4M Buy
+209,969
New +$10.3M 0.28% 87

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

Glenview Trust's USRT Position: Q2 2026 in Review

Glenview Trust reduced its iShares Core US REIT ETF (USRT) stake by 0.84% in Q2 2026, selling an estimated $104K and leaving 192,115 shares worth $12.8M. The position accounts for 0.18% of the portfolio, ranked #99.

Glenview Trust first reported a position in USRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.4M in Q3 2024. 441 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Glenview Trust held 192,115 shares of iShares Core US REIT ETF worth $12.8M as of Q2 2026.
  • Glenview Trust sold 1,620 iShares Core US REIT ETF shares in Q2 2026, an estimated $104K.
  • iShares Core US REIT ETF made up 0.18% of Glenview Trust's portfolio in Q2 2026, its #99 holding.
  • Glenview Trust first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • Glenview Trust's iShares Core US REIT ETF position peaked at $13.4M in Q3 2024.
  • 441 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.