RIM
USRT icon

Rakuten Investment Management’s iShares Core US REIT ETF USRT Stock Holding History

Rakuten Investment Management’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 		$56.9M Sell
841,781
-641,961
-43% -$41.4M 0.16% 39
2026
Q1 		$86.5M Buy
1,483,742
+741,871
+100% +$44.6M 0.18% 22
2025
Q4 		$43.2M Hold
741,871
– – 0.15% 40
2025
Q3 		$43.2M Buy
+741,871
New +$42.6M 0.15% 33
2025
Q1 		$33M Buy
+578,431
New +$33.5M 0.15% 31
2024
Q3 		$26.6M Buy
434,727
+28,900
+7% +$1.69M 0.16% 22
2024
Q2 		$21.5M Buy
405,827
+55,400
+16% +$2.87M 0.14% 21
2024
Q1 		$18.9M Buy
350,427
+59,700
+21% +$3.16M 0.14% 16
2023
Q4 		$16M Buy
290,727
+41,700
+17% +$2.04M 0.14% 10
2023
Q3 		$11.7M Buy
249,027
+59,105
+31% +$3.02M 0.12% 10
2023
Q2 		$9.71M Sell
189,922
-25,900
-12% -$1.3M 0.1% 11
2023
Q1 		$10.6M Buy
215,822
+47,900
+29% +$2.48M 0.13% 12
2022
Q4 		$8.34M Buy
167,922
+56,200
+50% +$2.79M 0.11% 12
2022
Q3 		$5.24M Buy
111,722
+35,400
+46% +$1.95M 0.09% 14
2022
Q2 		$4.1M Buy
76,322
+36,867
+93% +$2.17M 0.07% 15
2022
Q1 		$2.59M Buy
39,455
+26,795
+212% +$1.68M 0.04% 14
2021
Q4 		$851K Buy
+12,660
New +$805K 0.01% 19

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

Rakuten Investment Management's USRT Position: Q2 2026 in Review

Rakuten Investment Management reduced its iShares Core US REIT ETF (USRT) stake by 43% in Q2 2026, selling an estimated $41.4M and leaving 841,781 shares worth $56.9M. The position accounts for 0.16% of the portfolio, ranked #39.

Rakuten Investment Management first reported a position in USRT in Q4 2021 and has held it in 17 quarters since. The position peaked at $86.5M in Q1 2026. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Rakuten Investment Management held 841,781 shares of iShares Core US REIT ETF worth $56.9M as of Q2 2026.
  • Rakuten Investment Management sold 641,961 iShares Core US REIT ETF shares in Q2 2026, an estimated $41.4M.
  • iShares Core US REIT ETF made up 0.16% of Rakuten Investment Management's portfolio in Q2 2026, its #39 holding.
  • Rakuten Investment Management first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 17 quarters since.
  • Rakuten Investment Management's iShares Core US REIT ETF position peaked at $86.5M in Q1 2026.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.