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

Parallel 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 		$486K Sell
7,308
-507
-6% -$32.7K 0.01% 806
2026
Q1 		$463K Buy
7,815
+485
+7% +$29.1K 0.01% 754
2025
Q4 		$418K Buy
7,330
+3
+0% +$174 0.01% 751
2025
Q3 		$430K Sell
7,327
-666
-8% -$38.2K 0.01% 717
2025
Q2 		$452K Sell
7,993
-948
-11% -$53.1K 0.01% 674
2025
Q1 		$515K Buy
8,941
+1,763
+25% +$102K 0.01% 579
2024
Q4 		$411K Buy
7,178
+3,251
+83% +$196K 0.01% 641
2024
Q3 		$242K Sell
3,927
-213
-5% -$12.4K 0.01% 846
2024
Q2 		$222K Sell
4,140
-383
-8% -$19.9K 0.01% 826
2024
Q1 		$243K Sell
4,523
-76
-2% -$4.03K 0.01% 789
2023
Q4 		$250K Sell
4,599
-4,740
-51% -$232K 0.01% 704
2023
Q3 		$441K Sell
9,339
-8,405
-47% -$430K 0.01% 494
2023
Q2 		$912K Sell
17,744
-4,267
-19% -$214K 0.03% 331
2023
Q1 		$1.11M Sell
22,011
-6,550
-23% -$339K 0.04% 296
2022
Q4 		$1.41M Sell
28,561
-50,697
-64% -$2.51M 0.06% 207
2022
Q3 		$3.77M Sell
79,258
-430,714
-84% -$23.7M 0.17% 89
2022
Q2 		$27.2M Sell
509,972
-1,165
-0.2% -$68.5K 1.25% 15
2022
Q1 		$33.5M Buy
511,137
+240
+0% +$15.1K 1.33% 14
2021
Q4 		$34.5M Buy
510,897
+118,993
+30% +$7.57M 1.28% 14
2021
Q3 		$23M Buy
391,904
+390,394
+25,854% +$23.7M 0.93% 20
2021
Q2 		$88K Buy
1,510
+70
+5% +$3.97K ﹤0.01% 996
2021
Q1 		$75K Buy
1,440
+405
+39% +$20.4K ﹤0.01% 1003
2020
Q4 		$50K Buy
+1,035
New +$48.3K ﹤0.01% 1096

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

Parallel Advisors's USRT Position: Q2 2026 in Review

Parallel Advisors reduced its iShares Core US REIT ETF (USRT) stake by 6.5% in Q2 2026, selling an estimated $32.7K and leaving 7,308 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #806.

Parallel Advisors first reported a position in USRT in Q4 2020 and has held it in 23 quarters since. The position peaked at $34.5M in Q4 2021. 441 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Parallel Advisors held 7,308 shares of iShares Core US REIT ETF worth $486K as of Q2 2026.
  • Parallel Advisors sold 507 iShares Core US REIT ETF shares in Q2 2026, an estimated $32.7K.
  • iShares Core US REIT ETF made up 0.01% of Parallel Advisors's portfolio in Q2 2026, its #806 holding.
  • Parallel Advisors first reported a position in iShares Core US REIT ETF in Q4 2020 and has held it in 23 quarters since.
  • Parallel Advisors's iShares Core US REIT ETF position peaked at $34.5M in Q4 2021.
  • 441 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.