Mariner
USRT icon

Mariner’s iShares Core US REIT ETF USRT Stock Holding History

Mariner’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 		$7.21M Sell
108,528
-4,943
-4% -$318K 0.01% 877
2026
Q1 		$6.72M Buy
113,471
+6,337
+6% +$381K 0.01% 923
2025
Q4 		$6.1M Buy
107,134
+4,532
+4% +$262K 0.01% 925
2025
Q3 		$6.02M Buy
102,602
+2,753
+3% +$158K 0.01% 852
2025
Q2 		$5.65M Sell
99,849
-1,552
-2% -$87K 0.01% 820
2025
Q1 		$5.84M Buy
101,401
+5,048
+5% +$292K 0.01% 762
2024
Q4 		$5.52M Buy
96,353
+320
+0.3% +$19.3K 0.01% 763
2024
Q3 		$5.91M Sell
96,033
-589
-0.6% -$34.4K 0.01% 722
2024
Q2 		$5.18M Buy
96,622
+25,192
+35% +$1.31M 0.01% 712
2024
Q1 		$3.84M Buy
71,430
+58,897
+470% +$3.12M 0.01% 823
2023
Q4 		$682K Buy
12,533
+360
+3% +$17.6K ﹤0.01% 1717
2023
Q3 		$574K Buy
12,173
+3,942
+48% +$202K ﹤0.01% 1690
2023
Q2 		$423K Buy
8,231
+271
+3% +$13.6K ﹤0.01% 1867
2023
Q1 		$401K Sell
7,960
-6,947
-47% -$360K ﹤0.01% 1839
2022
Q4 		$737K Buy
14,907
+7,491
+101% +$371K ﹤0.01% 1398
2022
Q3 		$352K Buy
+7,416
New +$408K ﹤0.01% 1657
2019
Q3 		– Sell
-35,280
Closed -$1.83M – 1032
2019
Q2 		$1.83M Buy
35,280
+463
+1% +$24.1K 0.02% 401
2019
Q1 		$1.8M Buy
+34,817
New +$1.73M 0.03% 392

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

Mariner's USRT Position: Q2 2026 in Review

Mariner reduced its iShares Core US REIT ETF (USRT) stake by 4.4% in Q2 2026, selling an estimated $318K and leaving 108,528 shares worth $7.21M. The position accounts for 0.01% of the portfolio, ranked #877.

Mariner first reported a position in USRT in Q1 2019 and has held it in 18 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Mariner held 108,528 shares of iShares Core US REIT ETF worth $7.21M as of Q2 2026.
  • Mariner sold 4,943 iShares Core US REIT ETF shares in Q2 2026, an estimated $318K.
  • iShares Core US REIT ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #877 holding.
  • Mariner first reported a position in iShares Core US REIT ETF in Q1 2019 and has held it in 18 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

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