Raymond James Financial
USRT icon

Raymond James Financial’s iShares Core US REIT ETF USRT Stock Holding History

Raymond James Financial’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 		$4.09M Sell
61,568
-1,596
-3% -$103K ﹤0.01% 2902
2026
Q1 		$3.74M Buy
63,164
+9,217
+17% +$554K ﹤0.01% 2825
2025
Q4 		$3.07M Sell
53,947
-1,677
-3% -$97.1K ﹤0.01% 2913
2025
Q3 		$3.27M Buy
55,624
+954
+2% +$54.8K ﹤0.01% 2789
2025
Q2 		$3.09M Sell
54,670
-12,865
-19% -$721K ﹤0.01% 2730
2025
Q1 		$3.89M Sell
67,535
-105,383
-61% -$6.1M ﹤0.01% 2498
2024
Q4 		$9.91M Buy
+172,918
New +$10.4M ﹤0.01% 1849

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

Raymond James Financial's USRT Position: Q2 2026 in Review

Raymond James Financial reduced its iShares Core US REIT ETF (USRT) stake by 2.5% in Q2 2026, selling an estimated $103K and leaving 61,568 shares worth $4.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2902.

Raymond James Financial first reported a position in USRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.91M in Q4 2024. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Raymond James Financial held 61,568 shares of iShares Core US REIT ETF worth $4.09M as of Q2 2026.
  • Raymond James Financial sold 1,596 iShares Core US REIT ETF shares in Q2 2026, an estimated $103K.
  • iShares Core US REIT ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2902 holding.
  • Raymond James Financial first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's iShares Core US REIT ETF position peaked at $9.91M in Q4 2024.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.