MG
USRT icon

Mather Group’s iShares Core US REIT ETF USRT Stock Holding History

Mather Group’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 		$12K Sell
181
-724
-80% -$46.6K ﹤0.01% 1457
2026
Q1 		$53.5K Buy
+905
New +$54.4K ﹤0.01% 1047
2024
Q3 		– Sell
-10
Closed -$538 – 2199
2024
Q2 		$538 Buy
+10
New +$519 ﹤0.01% 2066

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

Mather Group's USRT Position: Q2 2026 in Review

Mather Group reduced its iShares Core US REIT ETF (USRT) stake by 80% in Q2 2026, selling an estimated $46.6K and leaving 181 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Mather Group first reported a position in USRT in Q2 2024 and has held it in 3 quarters since. The position peaked at $53.5K in Q1 2026. 439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Mather Group held 181 shares of iShares Core US REIT ETF worth $12K as of Q2 2026.
  • Mather Group sold 724 iShares Core US REIT ETF shares in Q2 2026, an estimated $46.6K.
  • iShares Core US REIT ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1457 holding.
  • Mather Group first reported a position in iShares Core US REIT ETF in Q2 2024 and has held it in 3 quarters since.
  • Mather Group's iShares Core US REIT ETF position peaked at $53.5K in Q1 2026.
  • 439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.