Lido Advisors
USRT icon

Lido Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Lido 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 		$16.8M Buy
252,533
+8,849
+4% +$570K 0.05% 254
2026
Q1 		$14.4M Sell
243,684
-1,674
-0.7% -$101K 0.04% 254
2025
Q4 		$14.3M Sell
245,358
-2,519
-1% -$146K 0.04% 259
2025
Q3 		$14.6M Buy
247,877
+18,228
+8% +$1.05M 0.05% 241
2025
Q2 		$13M Buy
229,649
+21,184
+10% +$1.19M 0.05% 218
2025
Q1 		$12M Buy
208,465
+68,250
+49% +$3.95M 0.05% 216
2024
Q4 		$8.04M Buy
140,215
+25,537
+22% +$1.54M 0.04% 249
2024
Q3 		$7.06M Buy
114,678
+3,964
+4% +$231K 0.04% 260
2024
Q2 		$5.93M Sell
110,714
-5,735
-5% -$298K 0.03% 265
2024
Q1 		$6.26M Sell
116,449
-1,706
-1% -$90.4K 0.04% 250
2023
Q4 		$6.41M Sell
118,155
-25,750
-18% -$1.26M 0.04% 231
2023
Q3 		$6.79M Sell
143,905
-10,265
-7% -$525K 0.05% 186
2023
Q2 		$7.93M Sell
154,170
-5,348
-3% -$268K 0.06% 169
2023
Q1 		$8.04M Buy
159,518
+8,681
+6% +$449K 0.08% 152
2022
Q4 		$7.46M Buy
150,837
+3,830
+3% +$190K 0.09% 123
2022
Q3 		$6.98M Sell
147,007
-933
-0.6% -$51.4K 0.09% 118
2022
Q2 		$7.9M Sell
147,940
-4,507
-3% -$265K 0.1% 98
2022
Q1 		$9.86M Buy
152,447
+22,981
+18% +$1.44M 0.11% 97
2021
Q4 		$8.73M Buy
129,466
+15,790
+14% +$1M 0.1% 110
2021
Q3 		$6.67M Buy
113,676
+50,057
+79% +$3.04M 0.09% 121
2021
Q2 		$3.71M Buy
63,619
+11,724
+23% +$665K 0.05% 183
2021
Q1 		$2.72M Buy
51,895
+21,051
+68% +$1.06M 0.05% 189
2020
Q4 		$1.49M Sell
30,844
-6,161
-17% -$287K 0.03% 250
2020
Q3 		$1.62M Buy
37,005
+1,914
+5% +$85.4K 0.04% 188
2020
Q2 		$1.53M Buy
35,091
+2,099
+6% +$88.1K 0.05% 188
2020
Q1 		$1.29M Buy
32,992
+6,027
+22% +$308K 0.05% 193
2019
Q4 		$1.47M Buy
+26,965
New +$1.48M 0.06% 200

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

Lido Advisors's USRT Position: Q2 2026 in Review

Lido Advisors increased its iShares Core US REIT ETF (USRT) stake by 3.6% in Q2 2026, buying an estimated $570K and bringing the position to 252,533 shares worth $16.8M. The position accounts for 0.05% of the portfolio, ranked #254.

Lido Advisors first reported a position in USRT in Q4 2019 and has held it in 27 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Lido Advisors held 252,533 shares of iShares Core US REIT ETF worth $16.8M as of Q2 2026.
  • Lido Advisors bought 8,849 iShares Core US REIT ETF shares in Q2 2026, an estimated $570K.
  • iShares Core US REIT ETF made up 0.05% of Lido Advisors's portfolio in Q2 2026, its #254 holding.
  • Lido Advisors first reported a position in iShares Core US REIT ETF in Q4 2019 and has held it in 27 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.