NA
USRT icon

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

Nautilus 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 		$951K Buy
14,246
+1,714
+14% +$110K 0.56% 50
2026
Q1 		$742K Buy
12,532
+7,867
+169% +$473K 0.51% 56
2025
Q4 		$266K Buy
+4,665
New +$270K 0.17% 142

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

Nautilus Advisors's USRT Position: Q2 2026 in Review

Nautilus Advisors increased its iShares Core US REIT ETF (USRT) stake by 14% in Q2 2026, buying an estimated $110K and bringing the position to 14,246 shares worth $951K. The position accounts for 0.56% of the portfolio, ranked #50.

Nautilus Advisors first reported a position in USRT in Q4 2025 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Nautilus Advisors held 14,246 shares of iShares Core US REIT ETF worth $951K as of Q2 2026.
  • Nautilus Advisors bought 1,714 iShares Core US REIT ETF shares in Q2 2026, an estimated $110K.
  • iShares Core US REIT ETF made up 0.56% of Nautilus Advisors's portfolio in Q2 2026, its #50 holding.
  • Nautilus Advisors first reported a position in iShares Core US REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.