PS
USRT icon

Principal Securities’s iShares Core US REIT ETF USRT Stock Holding History

Principal Securities’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 		$736K Sell
11,083
-12
-0.1% -$773 0.01% 899
2026
Q1 		$657K Buy
11,095
+426
+4% +$25.6K 0.01% 873
2025
Q4 		$608K Buy
10,669
+233
+2% +$13.5K 0.01% 864
2025
Q3 		$613K Buy
10,436
+926
+10% +$53.2K 0.01% 836
2025
Q2 		$538K Buy
9,510
+524
+6% +$29.4K 0.01% 828
2025
Q1 		$515K Hold
8,986
– – 0.01% 760
2024
Q4 		$515K Sell
8,986
-65
-0.7% -$3.91K 0.01% 758
2024
Q3 		$557K Buy
9,051
+336
+4% +$19.6K 0.01% 725
2024
Q2 		$467K Sell
8,715
-4,223
-33% -$219K 0.01% 725
2024
Q1 		$696K Buy
12,938
+457
+4% +$24.2K 0.02% 548
2023
Q4 		$678K Buy
+12,481
New +$610K 0.03% 506

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

Principal Securities's USRT Position: Q2 2026 in Review

Principal Securities reduced its iShares Core US REIT ETF (USRT) stake by 0.11% in Q2 2026, selling an estimated $773 and leaving 11,083 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #899.

Principal Securities 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.

  • Principal Securities held 11,083 shares of iShares Core US REIT ETF worth $736K as of Q2 2026.
  • Principal Securities sold 12 iShares Core US REIT ETF shares in Q2 2026, an estimated $773.
  • iShares Core US REIT ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #899 holding.
  • Principal Securities 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.