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

NewEdge 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 		$785K Buy
11,819
+3,495
+42% +$225K ﹤0.01% 1822
2026
Q1 		$493K Buy
8,324
+3,847
+86% +$231K ﹤0.01% 2004
2025
Q4 		$255K Buy
4,477
+2,437
+119% +$141K ﹤0.01% 2426
2025
Q3 		$120K Sell
2,040
-9
-0.4% -$517 ﹤0.01% 2545
2025
Q2 		$116K Buy
2,049
+11
+0.5% +$617 ﹤0.01% 2379
2025
Q1 		$117K Buy
2,038
+66
+3% +$3.82K ﹤0.01% 2249
2024
Q4 		$113K Buy
1,972
+14
+0.7% +$842 ﹤0.01% 2242
2024
Q3 		$121K Buy
1,958
+15
+0.8% +$876 ﹤0.01% 2138
2024
Q2 		$104K Buy
1,943
+1,600
+466% +$83K ﹤0.01% 2107
2024
Q1 		$18.5K Buy
343
+21
+7% +$1.11K ﹤0.01% 2657
2023
Q4 		$17.5K Buy
322
+53
+20% +$2.59K ﹤0.01% 2626
2023
Q3 		$12.7K Buy
269
+7
+3% +$358 ﹤0.01% 2498
2023
Q2 		$13.5K Sell
262
-2
-0.8% -$100 ﹤0.01% 2510
2023
Q1 		$13.3K Sell
264
-556
-68% -$28.8K ﹤0.01% 2485
2022
Q4 		$27.6K Buy
+820
New +$40.6K ﹤0.01% 1998
2022
Q3 		– Sell
-4,516
Closed -$241K – 1663
2022
Q2 		$241K Buy
+4,516
New +$266K ﹤0.01% 1315
2022
Q1 		– Sell
-6,125
Closed -$414K – 1628
2021
Q4 		$414K Buy
+6,125
New +$390K 0.01% 1165
2020
Q1 		– Sell
-37,281
Closed -$2.04M – 903
2019
Q4 		$2.04M Buy
+37,281
New +$2.05M 0.08% 241

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

NewEdge Advisors's USRT Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Core US REIT ETF (USRT) stake by 42% in Q2 2026, buying an estimated $225K and bringing the position to 11,819 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

NewEdge Advisors first reported a position in USRT in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.04M in Q4 2019. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • NewEdge Advisors held 11,819 shares of iShares Core US REIT ETF worth $785K as of Q2 2026.
  • NewEdge Advisors bought 3,495 iShares Core US REIT ETF shares in Q2 2026, an estimated $225K.
  • iShares Core US REIT ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1822 holding.
  • NewEdge Advisors first reported a position in iShares Core US REIT ETF in Q4 2019 and has held it in 18 quarters since.
  • NewEdge Advisors's iShares Core US REIT ETF position peaked at $2.04M in Q4 2019.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.