Jim Simons
USRT icon

Jim Simons’s iShares Core US REIT ETF USRT Stock Holding History

Jim Simons’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 		$3.07M Buy
+46,219
New +$2.98M ﹤0.01% 1730
2026
Q1 		– Sell
-10,799
Closed -$615K – 3711
2025
Q4 		$615K Buy
+10,799
New +$625K ﹤0.01% 2491
2025
Q2 		– Sell
-19,000
Closed -$1.09M – 3917
2025
Q1 		$1.09M Buy
19,000
+1,600
+9% +$92.7K ﹤0.01% 2368
2024
Q4 		$997K Buy
+17,400
New +$1.05M ﹤0.01% 2502
2024
Q2 		– Sell
-17,300
Closed -$931K – 3979
2024
Q1 		$931K Buy
17,300
+7,700
+80% +$408K ﹤0.01% 2528
2023
Q4 		$521K Buy
+9,600
New +$470K ﹤0.01% 2747
2022
Q4 		– Sell
-9,400
Closed -$447K – 4433
2022
Q3 		$447K Buy
+9,400
New +$517K ﹤0.01% 2992
2022
Q1 		– Sell
-21,200
Closed -$1.43M – 4477
2021
Q4 		$1.43M Buy
21,200
+6,600
+45% +$420K ﹤0.01% 2404
2021
Q3 		$856K Buy
+14,600
New +$888K ﹤0.01% 2632
2019
Q1 		– Sell
-7,100
Closed -$318K – 3711
2018
Q4 		$318K Buy
7,100
+2,600
+58% +$123K ﹤0.01% 3010
2018
Q3 		$218K Buy
+4,500
New +$224K ﹤0.01% 3123

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
Glenmede Trust
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 $565M AUM 11.71% 1-Year Est. Return
Savant Capital
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

Jim Simons's USRT Position: Q2 2026 in Review

Jim Simons opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 46,219 shares worth $3.07M. The stake represents ﹤0.01% of the portfolio and ranks #1730 among its holdings. This is a return to the name: Jim Simons previously reported a position in USRT as recently as Q4 2025.

Jim Simons first reported a position in USRT in Q3 2018 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Jim Simons held 46,219 shares of iShares Core US REIT ETF worth $3.07M as of Q2 2026.
  • iShares Core US REIT ETF was a new Jim Simons position in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1730 holding.
  • Jim Simons first reported a position in iShares Core US REIT ETF in Q3 2018 and has held it in 11 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.