HI
USRT icon

Harbour Investments’s iShares Core US REIT ETF USRT Stock Holding History

Harbour Investments’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 		$79.9K Buy
1,203
+27
+2% +$1.74K ﹤0.01% 2144
2026
Q1 		$69.6K Buy
1,176
+750
+176% +$45.1K ﹤0.01% 2156
2025
Q4 		$24.3K Sell
426
-394
-48% -$22.8K ﹤0.01% 2335
2025
Q3 		$48.2K Hold
820
– – ﹤0.01% 1927
2025
Q2 		$46.4K Buy
820
+493
+151% +$27.6K ﹤0.01% 1870
2025
Q1 		$18.8K Sell
327
-81
-20% -$4.69K ﹤0.01% 2205
2024
Q4 		$23.4K Buy
408
+13
+3% +$782 ﹤0.01% 2053
2024
Q3 		$24.3K Buy
395
+57
+17% +$3.33K ﹤0.01% 1970
2024
Q2 		$18.1K Hold
338
– – ﹤0.01% 2002
2024
Q1 		$18.2K Hold
338
– – ﹤0.01% 1993
2023
Q4 		$18.4K Sell
338
-4
-1% -$196 ﹤0.01% 1907
2023
Q3 		$16.1K Buy
342
+320
+1,455% +$16.4K ﹤0.01% 1836
2023
Q2 		$1.13K Hold
22
– – ﹤0.01% 2671
2023
Q1 		$1.11K Hold
22
– – ﹤0.01% 2675
2022
Q4 		$1.09K Hold
22
– – ﹤0.01% 2670
2022
Q3 		$1K Hold
22
– – ﹤0.01% 2671
2022
Q2 		$1K Buy
+22
New +$1.29K ﹤0.01% 2671
2021
Q4 		$1K Sell
22
-2,180
-99% -$139K ﹤0.01% 2570
2021
Q3 		$129K Buy
2,202
+510
+30% +$31K ﹤0.01% 1235
2021
Q2 		$99K Buy
1,692
+111
+7% +$6.3K ﹤0.01% 1406
2021
Q1 		$83K Buy
+1,581
New +$79.5K ﹤0.01% 1399

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

Harbour Investments's USRT Position: Q2 2026 in Review

Harbour Investments increased its iShares Core US REIT ETF (USRT) stake by 2.3% in Q2 2026, buying an estimated $1.74K and bringing the position to 1,203 shares worth $79.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Harbour Investments first reported a position in USRT in Q1 2021 and has held it in 21 quarters since. The position peaked at $129K in Q3 2021. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Harbour Investments held 1,203 shares of iShares Core US REIT ETF worth $79.9K as of Q2 2026.
  • Harbour Investments bought 27 iShares Core US REIT ETF shares in Q2 2026, an estimated $1.74K.
  • iShares Core US REIT ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2144 holding.
  • Harbour Investments first reported a position in iShares Core US REIT ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares Core US REIT ETF position peaked at $129K in Q3 2021.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.