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
Q3 		$4.59M Buy
74,535
+12,967
+21% +$859K ﹤0.01% 2819
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 		$9.9M Buy
+172,918
New +$10.4M ﹤0.01% 1849

Other funds holding USRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

Raymond James Financial's USRT Position: Q3 2026 in Review

Raymond James Financial increased its iShares Core US REIT ETF (USRT) stake by 21% in Q3 2026, buying an estimated $859K and bringing the position to 74,535 shares worth $4.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2819.

Raymond James Financial first reported a position in USRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.9M in Q4 2024. 416 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Raymond James Financial held 74,535 shares of iShares Core US REIT ETF worth $4.59M as of Q3 2026.
  • Raymond James Financial bought 12,967 iShares Core US REIT ETF shares in Q3 2026, an estimated $859K.
  • iShares Core US REIT ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #2819 holding.
  • Raymond James Financial first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 8 quarters since.
  • Raymond James Financial's iShares Core US REIT ETF position peaked at $9.9M in Q4 2024.
  • 416 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.