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Mitsubishi UFJ Asset Management (UK)’s iShares Core US REIT ETF USRT Stock Holding History

Mitsubishi UFJ Asset Management (UK)’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 		$339K Buy
5,100
+3,700
+264% +$238K 0.16% 88
2026
Q1 		$83K Sell
1,400
-1,900
-58% -$114K 0.04% 94
2025
Q4 		$188K Sell
3,300
-4,200
-56% -$243K 0.09% 79
2025
Q3 		$440K Buy
7,500
+1,800
+32% +$103K 0.21% 81
2025
Q2 		$322K Hold
5,700
– – 0.17% 96
2025
Q1 		$328K Sell
5,700
-8,900
-61% -$515K 0.18% 94
2024
Q4 		$837K Sell
14,600
-1,200
-8% -$72.2K 0.37% 67
2024
Q3 		$973K Buy
15,800
+1,200
+8% +$70.1K 0.5% 63
2024
Q2 		$782K Hold
14,600
– – 0.4% 64
2024
Q1 		$785K Sell
14,600
-2,500
-15% -$132K 0.4% 65
2023
Q4 		$928K Sell
17,100
-3,300
-16% -$161K 0.51% 49
2023
Q3 		$962K Sell
20,400
-2,900
-12% -$148K 0.68% 43
2023
Q2 		$1.2M Buy
23,300
+4,000
+21% +$200K 0.77% 44
2023
Q1 		$973K Hold
19,300
– – 0.63% 55
2022
Q4 		$954K Sell
19,300
-7,000
-27% -$347K 0.67% 50
2022
Q3 		$1.25M Hold
26,300
– – 0.96% 40
2022
Q2 		$1.4M Hold
26,300
– – 0.81% 43
2022
Q1 		$1.7M Sell
26,300
-35,800
-58% -$2.25M 0.77% 47
2021
Q4 		$4.2M Hold
62,100
– – 1.79% 15
2021
Q3 		$3.64M Buy
62,100
+300
+0.5% +$18.2K 1.54% 19
2021
Q2 		$3.6M Buy
61,800
+4,600
+8% +$261K 1.56% 18
2021
Q1 		$3M Sell
57,200
-18,500
-24% -$931K 1.32% 29
2020
Q4 		$3.67M Buy
75,700
+25,200
+50% +$1.17M 1.64% 22
2020
Q3 		$2.21M Sell
50,500
-1,800
-3% -$80.3K 1.08% 30
2020
Q2 		$2.27M Buy
+52,300
New +$2.19M 1.22% 26
2020
Q1 		– Sell
-43,300
Closed -$2.36M – 99
2019
Q4 		$2.36M Buy
43,300
+4,100
+10% +$226K 0.95% 29
2019
Q3 		$2.18M Sell
39,200
-6,000
-13% -$323K 1.02% 30
2019
Q2 		$2.35M Sell
45,200
-20,600
-31% -$1.07M 1.02% 33
2019
Q1 		$3.4M Buy
65,800
+5,000
+8% +$248K 1.67% 13
2018
Q4 		$2.73M Buy
60,800
+33,000
+119% +$1.56M 1.37% 22
2018
Q3 		$1.53M Buy
+27,800
New +$1.39M 0.74% 44

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

Mitsubishi UFJ Asset Management (UK)'s USRT Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management (UK) increased its iShares Core US REIT ETF (USRT) stake by 264% in Q2 2026, buying an estimated $238K and bringing the position to 5,100 shares worth $339K. The position accounts for 0.16% of the portfolio, ranked #88.

Mitsubishi UFJ Asset Management (UK) first reported a position in USRT in Q3 2018 and has held it in 31 quarters since. The position peaked at $4.2M in Q4 2021. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Mitsubishi UFJ Asset Management (UK) held 5,100 shares of iShares Core US REIT ETF worth $339K as of Q2 2026.
  • Mitsubishi UFJ Asset Management (UK) bought 3,700 iShares Core US REIT ETF shares in Q2 2026, an estimated $238K.
  • iShares Core US REIT ETF made up 0.16% of Mitsubishi UFJ Asset Management (UK)'s portfolio in Q2 2026, its #88 holding.
  • Mitsubishi UFJ Asset Management (UK) first reported a position in iShares Core US REIT ETF in Q3 2018 and has held it in 31 quarters since.
  • Mitsubishi UFJ Asset Management (UK)'s iShares Core US REIT ETF position peaked at $4.2M in Q4 2021.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Mitsubishi UFJ Asset Management (UK)'s 13F filing for Q2 2026, filed 28 Jul 2026.