LPL Financial
USRT icon

LPL Financial’s iShares Core US REIT ETF USRT Stock Holding History

LPL Financial’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 		$44.6M Buy
753,274
+70,390
+10% +$4.23M 0.01% 970
2025
Q4 		$38.9M Sell
682,884
-7,064
-1% -$409K 0.01% 1005
2025
Q3 		$40.5M Buy
689,948
+58,616
+9% +$3.36M 0.01% 947
2025
Q2 		$35.7M Buy
631,332
+85,596
+16% +$4.8M 0.01% 930
2025
Q1 		$31.4M Sell
545,736
-235,732
-30% -$13.7M 0.01% 899
2024
Q4 		$44.8M Buy
781,468
+562,265
+257% +$33.8M 0.02% 705
2024
Q3 		$13.5M Buy
219,203
+24,983
+13% +$1.46M 0.01% 1269
2024
Q2 		$10.4M Sell
194,220
-3,750
-2% -$195K 0.01% 1350
2024
Q1 		$10.7M Buy
197,970
+66,247
+50% +$3.51M 0.01% 1292
2023
Q4 		$7.15M Sell
131,723
-11,782
-8% -$576K ﹤0.01% 1455
2023
Q3 		$6.77M Sell
143,505
-9,273
-6% -$475K ﹤0.01% 1416
2023
Q2 		$7.85M Sell
152,778
-16,433
-10% -$822K 0.01% 1286
2023
Q1 		$8.53M Sell
169,211
-852
-0.5% -$44.1K 0.01% 1184
2022
Q4 		$8.41M Buy
170,063
+3,336
+2% +$165K 0.01% 1132
2022
Q3 		$7.92M Sell
166,727
-1,980
-1% -$109K 0.01% 1079
2022
Q2 		$9.01M Buy
168,707
+2,616
+2% +$154K 0.01% 1022
2022
Q1 		$10.7M Buy
166,091
+7,345
+5% +$461K 0.01% 949
2021
Q4 		$10.7M Buy
158,746
+39,725
+33% +$2.53M 0.01% 979
2021
Q3 		$6.98M Buy
119,021
+38,324
+47% +$2.33M 0.01% 1171
2021
Q2 		$4.71M Buy
80,697
+13,189
+20% +$749K ﹤0.01% 1379
2021
Q1 		$3.54M Buy
67,508
+9,209
+16% +$463K ﹤0.01% 1446
2020
Q4 		$2.82M Sell
58,299
-3,711
-6% -$173K ﹤0.01% 1456
2020
Q3 		$2.71M Sell
62,010
-22,823
-27% -$1.02M ﹤0.01% 1298
2020
Q2 		$3.69M Sell
84,833
-63,812
-43% -$2.68M 0.01% 1026
2020
Q1 		$5.82M Sell
148,645
-6,879
-4% -$351K 0.01% 692
2019
Q4 		$8.49M Buy
155,524
+22,234
+17% +$1.22M 0.02% 639
2019
Q3 		$7.4M Buy
133,290
+25,379
+24% +$1.37M 0.02% 638
2019
Q2 		$5.61M Sell
107,911
-20,743
-16% -$1.08M 0.01% 740
2019
Q1 		$6.65M Buy
128,654
+17,425
+16% +$863K 0.02% 645
2018
Q4 		$4.99M Buy
111,229
+25,691
+30% +$1.22M 0.01% 681
2018
Q3 		$4.14M Buy
85,538
+69,168
+423% +$3.45M 0.01% 827
2018
Q2 		$805K Sell
16,370
-2,400
-13% -$112K ﹤0.01% 1789
2018
Q1 		$846K Sell
18,770
-3,935
-17% -$180K ﹤0.01% 1737
2017
Q4 		$1.13M Buy
22,705
+8,060
+55% +$401K ﹤0.01% 1444
2017
Q3 		$721K Sell
14,645
-111
-0.8% -$5.49K ﹤0.01% 1666
2017
Q2 		$726K Buy
14,756
+1,910
+15% +$94.2K ﹤0.01% 1599
2017
Q1 		$628K Buy
12,846
+6,110
+91% +$301K ﹤0.01% 1597
2016
Q4 		$330K Buy
6,736
+1,354
+25% +$64.7K ﹤0.01% 2084
2016
Q3 		$263K Buy
5,382
+1,541
+40% +$80K ﹤0.01% 2223
2016
Q2 		$201K Sell
3,841
-2,723
-41% -$134K ﹤0.01% 2378
2016
Q1 		$320K Sell
6,564
-2,750
-30% -$126K ﹤0.01% 2455
2015
Q4 		$441K Buy
9,314
+4,487
+93% +$208K ﹤0.01% 2278
2015
Q3 		$219K Sell
4,827
-17,188
-78% -$769K ﹤0.01% 2453
2015
Q2 		$977K Sell
22,015
-848
-4% -$39.3K 0.01% 1383
2015
Q1 		$1.1M Sell
22,863
-1,520
-6% -$74.5K 0.01% 1279
2014
Q4 		$1.15M Sell
24,383
-306
-1% -$14K 0.01% 1209
2014
Q3 		$1.04M Sell
24,689
-4,553
-16% -$201K 0.01% 1246
2014
Q2 		$1.28M Buy
29,242
+504
+2% +$21.5K 0.01% 1161
2014
Q1 		$1.18M Sell
28,738
-142
-0.5% -$5.69K 0.01% 1155
2013
Q4 		$1.1M Sell
28,880
-39
-0.1% -$1.53K 0.01% 1188
2013
Q3 		$1.15M Sell
28,919
-2,029
-7% -$81K 0.01% 1105
2013
Q2 		$1.26M Buy
+30,948
New +$1.34M 0.01% 975

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B 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 $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $944M AUM 10.02% 1-Year Est. Return

LPL Financial's USRT Position: Q1 2026 in Review

LPL Financial increased its iShares Core US REIT ETF (USRT) stake by 10% in Q1 2026, buying an estimated $4.23M and bringing the position to 753,274 shares worth $44.6M. The position accounts for 0.01% of the portfolio, ranked #970.

LPL Financial first reported a position in USRT in Q2 2013 and has held it in 52 quarters since. The position peaked at $44.8M in Q4 2024. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • LPL Financial held 753,274 shares of iShares Core US REIT ETF worth $44.6M as of Q1 2026.
  • LPL Financial bought 70,390 iShares Core US REIT ETF shares in Q1 2026, an estimated $4.23M.
  • iShares Core US REIT ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #970 holding.
  • LPL Financial first reported a position in iShares Core US REIT ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares Core US REIT ETF position peaked at $44.8M in Q4 2024.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.