LP
USRT icon

LGL Partners’s iShares Core US REIT ETF USRT Stock Holding History

LGL Partners’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 		$229K Buy
3,447
+19
+0.6% +$1.22K 0.08% 57
2026
Q1 		$203K Buy
+3,428
New +$206K 0.08% 63
2024
Q4 		– Sell
-3,284
Closed -$202K – 132
2024
Q3 		$202K Buy
+3,284
New +$192K 0.03% 115
2022
Q1 		– Sell
-3,010
Closed -$203K – 118
2021
Q4 		$203K Buy
+3,010
New +$191K 0.02% 98

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

LGL Partners's USRT Position: Q2 2026 in Review

LGL Partners increased its iShares Core US REIT ETF (USRT) stake by 0.55% in Q2 2026, buying an estimated $1.22K and bringing the position to 3,447 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #57.

LGL Partners first reported a position in USRT in Q4 2021 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • LGL Partners held 3,447 shares of iShares Core US REIT ETF worth $229K as of Q2 2026.
  • LGL Partners bought 19 iShares Core US REIT ETF shares in Q2 2026, an estimated $1.22K.
  • iShares Core US REIT ETF made up 0.08% of LGL Partners's portfolio in Q2 2026, its #57 holding.
  • LGL Partners first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.