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Prime Capital Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Prime Capital Investment 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 		$51.4M Sell
773,229
-817
-0.1% -$52.6K 0.5% 46
2026
Q1 		$45.8M Buy
774,046
+767,966
+12,631% +$46.1M 0.53% 48
2025
Q4 		$346K Sell
6,080
-120
-2% -$6.95K ﹤0.01% 769
2025
Q3 		$364K Sell
6,200
-3,216
-34% -$185K ﹤0.01% 742
2025
Q2 		$533K Sell
9,416
-7,642
-45% -$428K 0.01% 600
2025
Q1 		$983K Sell
17,058
-359,870
-95% -$20.8M 0.01% 503
2024
Q4 		$21.6M Sell
376,928
-4,895
-1% -$294K 0.31% 61
2024
Q3 		$23.5M Sell
381,823
-6,567
-2% -$383K 0.33% 60
2024
Q2 		$20.8M Buy
388,390
+383,808
+8,376% +$19.9M 0.31% 65
2024
Q1 		$247K Sell
4,582
-154
-3% -$8.16K ﹤0.01% 841
2023
Q4 		$257K Buy
+4,736
New +$232K ﹤0.01% 786

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

Prime Capital Investment Advisors's USRT Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares Core US REIT ETF (USRT) stake by 0.11% in Q2 2026, selling an estimated $52.6K and leaving 773,229 shares worth $51.4M. The position accounts for 0.5% of the portfolio, ranked #46.

Prime Capital Investment Advisors first reported a position in USRT in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Prime Capital Investment Advisors held 773,229 shares of iShares Core US REIT ETF worth $51.4M as of Q2 2026.
  • Prime Capital Investment Advisors sold 817 iShares Core US REIT ETF shares in Q2 2026, an estimated $52.6K.
  • iShares Core US REIT ETF made up 0.5% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

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