GRP
USRT icon

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

Global Retirement 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 		$275K Buy
+4,134
New +$266K ﹤0.01% 1386
2025
Q4 		$190K Buy
3,330
+1,278
+62% +$74K ﹤0.01% 1506
2025
Q3 		$120K Sell
2,052
-199
-9% -$11.4K ﹤0.01% 1437
2025
Q2 		$127K Buy
+2,251
New +$126K ﹤0.01% 1309
2024
Q4 		$110K Buy
1,915
+1
+0.1% +$60 ﹤0.01% 1224
2024
Q3 		$118K Buy
1,914
+42
+2% +$2.45K ﹤0.01% 1160
2024
Q2 		$100K Sell
1,872
-25
-1% -$1.3K ﹤0.01% 1202
2024
Q1 		$102K Sell
1,897
-6
-0.3% -$318 ﹤0.01% 1075
2023
Q4 		$102K Buy
1,903
+300
+19% +$14.7K ﹤0.01% 1030
2023
Q3 		$73.8K Hold
1,603
– – ﹤0.01% 1064
2023
Q2 		$82.4K Sell
1,603
-1,829
-53% -$91.5K ﹤0.01% 1026
2023
Q1 		$171K Buy
3,432
+3,427
+68,540% +$177K 0.01% 730
2022
Q4 		$256 Hold
5
– – ﹤0.01% 2915
2022
Q3 		$0 Hold
5
– – ﹤0.01% 2995
2022
Q2 		$0 Hold
5
– – ﹤0.01% 2896
2022
Q1 		$0 Buy
+5
New +$314 ﹤0.01% 2792
2020
Q3 		– Sell
-44
Closed -$2K – 1726
2020
Q2 		$2K Buy
+44
New +$1.85K ﹤0.01% 1497

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

Global Retirement Partners's USRT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 4,134 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #1386 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in USRT as recently as Q4 2025.

Global Retirement Partners first reported a position in USRT in Q2 2020 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Global Retirement Partners held 4,134 shares of iShares Core US REIT ETF worth $275K as of Q2 2026.
  • iShares Core US REIT ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1386 holding.
  • Global Retirement Partners first reported a position in iShares Core US REIT ETF in Q2 2020 and has held it in 17 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.