MCA
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Maryland Capital Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Maryland Capital 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 		$115K Buy
+1,736
New +$112K 0.04% 104
2025
Q4 		$104K Sell
1,828
-49
-3% -$2.84K 0.04% 103
2025
Q3 		$110K Buy
1,877
+23
+1% +$1.32K 0.04% 102
2025
Q2 		$105K Hold
1,854
– – 0.04% 101
2025
Q1 		$107K Hold
1,854
– – 0.05% 93
2024
Q4 		$106K Sell
1,854
-25
-1% -$1.5K 0.05% 92
2024
Q3 		$116K Sell
1,879
-194
-9% -$11.3K 0.06% 88
2024
Q2 		$111K Sell
2,073
-54
-3% -$2.8K 0.06% 89
2024
Q1 		$114K Sell
2,127
-68
-3% -$3.6K 0.07% 85
2023
Q4 		$119K Sell
2,195
-733
-25% -$35.8K 0.08% 78
2023
Q3 		$138K Hold
2,928
– – 0.11% 72
2023
Q2 		$151K Buy
2,928
+4
+0.1% +$200 0.12% 70
2023
Q1 		$147K Sell
2,924
-39
-1% -$2.02K 0.13% 71
2022
Q4 		$147K Buy
2,963
+2,302
+348% +$114K 0.14% 70
2022
Q3 		$31K Buy
661
+574
+660% +$31.6K 0.03% 110
2022
Q2 		$5K Hold
87
– – 0.01% 197
2022
Q1 		$6K Sell
87
-1
-1% -$63 0.01% 159
2021
Q4 		$6K Buy
+88
New +$5.6K ﹤0.01% 155

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

Maryland Capital Advisors's USRT Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 1,736 shares worth $115K. The stake represents 0.04% of the portfolio and ranks #104 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in USRT as recently as Q4 2025.

Maryland Capital Advisors first reported a position in USRT in Q4 2021 and has held it in 18 quarters since. The position peaked at $151K in Q2 2023. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Maryland Capital Advisors held 1,736 shares of iShares Core US REIT ETF worth $115K as of Q2 2026.
  • iShares Core US REIT ETF was a new Maryland Capital Advisors position in Q2 2026.
  • iShares Core US REIT ETF made up 0.04% of Maryland Capital Advisors's portfolio in Q2 2026, its #104 holding.
  • Maryland Capital Advisors first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 18 quarters since.
  • Maryland Capital Advisors's iShares Core US REIT ETF position peaked at $151K in Q2 2023.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.