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

Neuberger Berman 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	$25M	Buy	376,313 +356,208	+1,772%	+$22.9M	0.02%	667
2026 Q1	$1.19M	Hold	20,105	–	–	﹤0.01%	1347
2025 Q4	$1.15M	Buy	20,105 +105	+0.5%	+$6.08K	﹤0.01%	1356
2025 Q3	$1.17M	Hold	20,000	–	–	﹤0.01%	1309
2025 Q2	$1.13M	Hold	20,000	–	–	﹤0.01%	1315
2025 Q1	$1.15M	Hold	20,000	–	–	﹤0.01%	1273
2024 Q4	$1.15M	Buy	+20,000	New	+$1.2M	﹤0.01%	1271
2024 Q1	–	Sell	-22,118	Closed	-$1.2M	–	1924
2023 Q4	$1.2M	Buy	+22,118	New	+$1.08M	﹤0.01%	1435

Other funds holding USRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Neuberger Berman Group's USRT Position: Q2 2026 in Review

Neuberger Berman Group increased its iShares Core US REIT ETF (USRT) stake by 1,772% in Q2 2026, buying an estimated $22.9M and bringing the position to 376,313 shares worth $25M. The position accounts for 0.02% of the portfolio, ranked #667.

Neuberger Berman Group first reported a position in USRT in Q4 2023 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Neuberger Berman Group held 376,313 shares of iShares Core US REIT ETF worth $25M as of Q2 2026.
Neuberger Berman Group bought 356,208 iShares Core US REIT ETF shares in Q2 2026, an estimated $22.9M.
iShares Core US REIT ETF made up 0.02% of Neuberger Berman Group's portfolio in Q2 2026, its #667 holding.
Neuberger Berman Group first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 8 quarters since.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.