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&Partners’s iShares Core US REIT ETF USRT Stock Holding History

&Partners’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 		$1.65M Sell
24,865
-8,375
-25% -$540K 0.01% 1132
2026
Q1 		$1.99M Sell
33,240
-288
-0.9% -$17.3K 0.01% 906
2025
Q4 		$1.91M Buy
33,528
+17,672
+111% +$1.02M 0.01% 888
2025
Q3 		$931K Sell
15,856
-5,829
-27% -$335K 0.01% 1127
2025
Q2 		$1.23M Buy
+21,685
New +$1.22M 0.01% 881
2025
Q1 		– Sell
-5,343
Closed -$307K – 1804
2024
Q4 		$307K Buy
+5,343
New +$321K ﹤0.01% 1329

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

&Partners's USRT Position: Q2 2026 in Review

&Partners reduced its iShares Core US REIT ETF (USRT) stake by 25% in Q2 2026, selling an estimated $540K and leaving 24,865 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #1132.

&Partners first reported a position in USRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.99M in Q1 2026. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • &Partners held 24,865 shares of iShares Core US REIT ETF worth $1.65M as of Q2 2026.
  • &Partners sold 8,375 iShares Core US REIT ETF shares in Q2 2026, an estimated $540K.
  • iShares Core US REIT ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1132 holding.
  • &Partners first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 6 quarters since.
  • &Partners's iShares Core US REIT ETF position peaked at $1.99M in Q1 2026.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.