Mercer Global Advisors
USRT icon

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

Mercer Global 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
Q1 		$1.47M Sell
24,812
-6,917
-22% -$416K ﹤0.01% 1353
2025
Q4 		$1.81M Buy
31,729
+1,012
+3% +$58.6K ﹤0.01% 1156
2025
Q3 		$1.8M Sell
30,717
-3,498
-10% -$201K ﹤0.01% 1079
2025
Q2 		$1.94M Sell
34,215
-9,783
-22% -$548K ﹤0.01% 903
2025
Q1 		$2.53M Sell
43,998
-6,100
-12% -$353K 0.01% 757
2024
Q4 		$2.87M Sell
50,098
-17,715
-26% -$1.07M 0.01% 711
2024
Q3 		$4.15M Sell
67,813
-8,313
-11% -$485K 0.01% 547
2024
Q2 		$4.02M Sell
76,126
-146
-0.2% -$7.57K 0.01% 508
2024
Q1 		$4.1M Buy
76,272
+1,488
+2% +$78.8K 0.01% 518
2023
Q4 		$4.06M Buy
74,784
+1,690
+2% +$82.7K 0.01% 531
2023
Q3 		$3.45M Buy
73,094
+3,372
+5% +$173K 0.01% 534
2023
Q2 		$3.58M Sell
69,722
-5,054
-7% -$253K 0.01% 543
2023
Q1 		$3.77M Sell
74,776
-17,508
-19% -$906K 0.02% 495
2022
Q4 		$4.56M Buy
92,284
+13,565
+17% +$672K 0.02% 454
2022
Q3 		$3.74M Buy
78,719
+15,113
+24% +$832K 0.02% 462
2022
Q2 		$3.4M Sell
63,606
-3,529
-5% -$208K 0.02% 478
2022
Q1 		$4.34M Sell
67,135
-8,476
-11% -$532K 0.03% 424
2021
Q4 		$5.11M Buy
75,611
+11,227
+17% +$714K 0.03% 365
2021
Q3 		$3.78M Buy
64,384
+132
+0.2% +$8.03K 0.03% 426
2021
Q2 		$3.75M Sell
64,252
-9,692
-13% -$550K 0.03% 392
2021
Q1 		$3.88M Sell
73,944
-8,100
-10% -$408K 0.04% 350
2020
Q4 		$3.97M Sell
82,044
-17,262
-17% -$805K 0.05% 265
2020
Q3 		$4.34M Buy
99,306
+6,610
+7% +$295K 0.07% 218
2020
Q2 		$4.03M Sell
92,696
-35,776
-28% -$1.5M 0.07% 195
2020
Q1 		$5.03M Sell
128,472
-6,142
-5% -$314K 0.11% 159
2019
Q4 		$7.35M Buy
134,614
+95,446
+244% +$5.25M 0.15% 125
2019
Q3 		$2.17M Sell
39,168
-4,523
-10% -$243K 0.05% 290
2019
Q2 		$2.27M Buy
43,691
+21,882
+100% +$1.14M 0.06% 260
2019
Q1 		$1.13M Buy
+21,809
New +$1.08M 0.04% 379

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

Mercer Global Advisors's USRT Position: Q1 2026 in Review

Mercer Global Advisors reduced its iShares Core US REIT ETF (USRT) stake by 22% in Q1 2026, selling an estimated $416K and leaving 24,812 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Mercer Global Advisors first reported a position in USRT in Q1 2019 and has held it in 29 quarters since. The position peaked at $7.35M in Q4 2019. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Mercer Global Advisors held 24,812 shares of iShares Core US REIT ETF worth $1.47M as of Q1 2026.
  • Mercer Global Advisors sold 6,917 iShares Core US REIT ETF shares in Q1 2026, an estimated $416K.
  • iShares Core US REIT ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1353 holding.
  • Mercer Global Advisors first reported a position in iShares Core US REIT ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's iShares Core US REIT ETF position peaked at $7.35M in Q4 2019.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.