Janney Montgomery Scott
USRT icon

Janney Montgomery Scott’s iShares Core US REIT ETF USRT Stock Holding History

Janney Montgomery Scott’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 		$452K Sell
6,803
-752
-10% -$48.4K ﹤0.01% 2460
2026
Q1 		$447K Buy
7,555
+847
+13% +$50.9K ﹤0.01% 2118
2025
Q4 		$382K Sell
6,708
-57
-0.8% -$3.3K ﹤0.01% 2388
2025
Q3 		$397K Buy
6,765
+350
+5% +$20.1K ﹤0.01% 2312
2025
Q2 		$363K Sell
6,415
-1,323
-17% -$74.2K ﹤0.01% 2225
2025
Q1 		$446K Buy
7,738
+326
+4% +$18.9K ﹤0.01% 2062
2024
Q4 		$425K Sell
7,412
-31
-0.4% -$1.86K ﹤0.01% 2095
2024
Q3 		$458K Buy
7,443
+21
+0.3% +$1.23K ﹤0.01% 2031
2024
Q2 		$398K Buy
7,422
+553
+8% +$28.7K ﹤0.01% 2046
2024
Q1 		$370K Buy
6,869
+350
+5% +$18.5K ﹤0.01% 2198
2023
Q4 		$354K Sell
6,519
-3,169
-33% -$155K ﹤0.01% 2126
2023
Q3 		$457K Sell
9,688
-19
-0.2% -$972 ﹤0.01% 1826
2023
Q2 		$499K Buy
9,707
+5,445
+128% +$273K ﹤0.01% 1866
2023
Q1 		$215K Buy
4,262
+13
+0.3% +$673 ﹤0.01% 2250
2022
Q4 		$210K Sell
4,249
-245
-5% -$12.1K ﹤0.01% 2348
2022
Q3 		$213K Hold
4,494
– – ﹤0.01% 2245
2022
Q2 		$243K Buy
+4,494
New +$264K ﹤0.01% 2035
2022
Q1 		– Sell
-3,071
Closed -$208K – 2450
2021
Q4 		$208K Buy
+3,071
New +$195K ﹤0.01% 2218
2021
Q1 		– Sell
-204,602
Closed -$9.9M – 2377
2020
Q4 		$9.9M Buy
204,602
+2,047
+1% +$95.4K 0.05% 332
2020
Q3 		$8.86M Buy
+202,555
New +$9.04M 0.05% 318

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

Janney Montgomery Scott's USRT Position: Q2 2026 in Review

Janney Montgomery Scott reduced its iShares Core US REIT ETF (USRT) stake by 10% in Q2 2026, selling an estimated $48.4K and leaving 6,803 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

Janney Montgomery Scott first reported a position in USRT in Q3 2020 and has held it in 20 quarters since. The position peaked at $9.9M in Q4 2020. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Janney Montgomery Scott held 6,803 shares of iShares Core US REIT ETF worth $452K as of Q2 2026.
  • Janney Montgomery Scott sold 752 iShares Core US REIT ETF shares in Q2 2026, an estimated $48.4K.
  • iShares Core US REIT ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2460 holding.
  • Janney Montgomery Scott first reported a position in iShares Core US REIT ETF in Q3 2020 and has held it in 20 quarters since.
  • Janney Montgomery Scott's iShares Core US REIT ETF position peaked at $9.9M in Q4 2020.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.