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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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return