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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Jim Simons's USRT Position: Q1 2026 in Review

Jim Simons sold out of iShares Core US REIT ETF (USRT) in Q1 2026, closing a stake of 10,799 shares — an estimated $615K sold.

Jim Simons first reported a position in USRT in Q3 2018 and held it in 10 quarters. The position peaked at $1.43M in Q4 2021. 403 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Jim Simons reported no remaining iShares Core US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 10,799 iShares Core US REIT ETF shares in Q1 2026, an estimated $615K.
  • Jim Simons first reported a position in iShares Core US REIT ETF in Q3 2018 and held it in 10 quarters.
  • Jim Simons's iShares Core US REIT ETF position peaked at $1.43M in Q4 2021.
  • 403 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.