IIA
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IPG Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

IPG Investment 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 		– Sell
-11,350
Closed -$672K – 303
2026
Q1 		$672K Sell
11,350
-952
-8% -$57.2K 0.12% 120
2025
Q4 		$701K Sell
12,302
-370
-3% -$21.4K 0.12% 116
2025
Q3 		$744K Buy
12,672
+881
+7% +$50.6K 0.13% 106
2025
Q2 		$667K Buy
11,791
+1,430
+14% +$80.2K 0.13% 93
2025
Q1 		$597K Buy
10,361
+874
+9% +$50.6K 0.14% 93
2024
Q4 		$544K Buy
9,487
+564
+6% +$33.9K 0.12% 96
2024
Q3 		$549K Buy
8,923
+2,145
+32% +$125K 0.12% 97
2024
Q2 		$363K Sell
6,778
-4,483
-40% -$233K 0.08% 111
2024
Q1 		$606K Buy
11,261
+1,660
+17% +$87.9K 0.13% 89
2023
Q4 		$521K Sell
9,601
-18,224
-65% -$891K 0.1% 111
2023
Q3 		$1.31M Buy
27,825
+183
+0.7% +$9.37K 0.29% 58
2023
Q2 		$1.42M Buy
27,642
+20,398
+282% +$1.02M 0.31% 49
2023
Q1 		$365K Buy
7,244
+93
+1% +$4.81K 0.08% 106
2022
Q4 		$354K Buy
+7,151
New +$354K 0.1% 93

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

IPG Investment Advisors's USRT Position: Q2 2026 in Review

IPG Investment Advisors sold out of iShares Core US REIT ETF (USRT) in Q2 2026, closing a stake of 11,350 shares — an estimated $672K sold.

IPG Investment Advisors first reported a position in USRT in Q4 2022 and held it in 14 quarters. The position peaked at $1.42M in Q2 2023. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • IPG Investment Advisors reported no remaining iShares Core US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • IPG Investment Advisors sold 11,350 iShares Core US REIT ETF shares in Q2 2026, an estimated $672K.
  • IPG Investment Advisors first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 14 quarters.
  • IPG Investment Advisors's iShares Core US REIT ETF position peaked at $1.42M in Q2 2023.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.