Ritholtz Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $319K | Sell |
4,801
-195
| -4% | -$12.6K | ﹤0.01% | 1023 |
|
|
2026
Q1 | $296K | Sell |
4,996
-14
| -0.3% | -$841 | 0.01% | 982 |
|
|
2025
Q4 | $285K | Hold |
5,010
| – | – | 0.01% | 916 |
|
|
2025
Q3 | $294K | Sell |
5,010
-191
| -4% | -$11K | 0.01% | 840 |
|
|
2025
Q2 | $294K | Sell |
5,201
-162
| -3% | -$9.08K | 0.01% | 797 |
|
|
2025
Q1 | $309K | Buy |
5,363
+19
| +0.4% | +$1.1K | 0.01% | 738 |
|
|
2024
Q4 | $306K | Hold |
5,344
| – | – | 0.01% | 697 |
|
|
2024
Q3 | $329K | Sell |
5,344
-10
| -0.2% | -$584 | 0.01% | 676 |
|
|
2024
Q2 | $287K | Sell |
5,354
-2,856
| -35% | -$148K | 0.01% | 663 |
|
|
2024
Q1 | $442K | Sell |
8,210
-2,673
| -25% | -$142K | 0.02% | 548 |
|
|
2023
Q4 | $591K | Buy |
10,883
+78
| +0.7% | +$3.81K | 0.02% | 452 |
|
|
2023
Q3 | $510K | Hold |
10,805
| – | – | 0.02% | 453 |
|
|
2023
Q2 | $555K | Sell |
10,805
-1,505
| -12% | -$75.3K | 0.03% | 411 |
|
|
2023
Q1 | $620K | Sell |
12,310
-190
| -2% | -$9.84K | 0.03% | 355 |
|
|
2022
Q4 | $618K | Sell |
12,500
-50
| -0.4% | -$2.48K | 0.03% | 327 |
|
|
2022
Q3 | $596K | Sell |
12,550
-469
| -4% | -$25.8K | 0.03% | 353 |
|
|
2022
Q2 | $695K | Hold |
13,019
| – | – | 0.04% | 248 |
|
|
2022
Q1 | $842K | Sell |
13,019
-696
| -5% | -$43.7K | 0.06% | 214 |
|
|
2021
Q4 | $927K | Buy |
13,715
+305
| +2% | +$19.4K | 0.06% | 180 |
|
|
2021
Q3 | $786K | Hold |
13,410
| – | – | 0.05% | 180 |
|
|
2021
Q2 | $782K | Hold |
13,410
| – | – | 0.06% | 183 |
|
|
2021
Q1 | $703K | Hold |
13,410
| – | – | 0.06% | 155 |
|
|
2020
Q4 | $649K | Sell |
13,410
-1,929
| -13% | -$89.9K | 0.06% | 126 |
|
|
2020
Q3 | $671K | Sell |
15,339
-255
| -2% | -$11.4K | 0.08% | 106 |
|
|
2020
Q2 | $678K | Sell |
15,594
-514
| -3% | -$21.6K | 0.09% | 89 |
|
|
2020
Q1 | $631K | Sell |
16,108
-4,249
| -21% | -$217K | 0.1% | 67 |
|
|
2019
Q4 | $1.11M | Sell |
20,357
-44
| -0.2% | -$2.42K | 0.16% | 47 |
|
|
2019
Q3 | $1.13M | Sell |
20,401
-755
| -4% | -$40.6K | 0.18% | 44 |
|
|
2019
Q2 | $1.1M | Sell |
21,156
-5,038
| -19% | -$262K | 0.19% | 38 |
|
|
2019
Q1 | $1.35M | Sell |
26,194
-71,703
| -73% | -$3.55M | 0.25% | 36 |
|
|
2018
Q4 | $4.39M | Buy |
97,897
+92,219
| +1,624% | +$4.37M | 1% | 21 |
|
|
2018
Q3 | $275K | Buy |
5,678
+110
| +2% | +$5.48K | 0.07% | 94 |
|
|
2018
Q2 | $274K | Buy |
5,568
+467
| +9% | +$21.8K | 0.07% | 94 |
|
|
2018
Q1 | $230K | Buy |
+5,101
| New | +$234K | 0.07% | 103 |
|
Other funds holding USRT
GT
TCOT
SC
Ritholtz Wealth Management's USRT Position: Q2 2026 in Review
Ritholtz Wealth Management reduced its iShares Core US REIT ETF (USRT) stake by 3.9% in Q2 2026, selling an estimated $12.6K and leaving 4,801 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.
Ritholtz Wealth Management first reported a position in USRT in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.39M in Q4 2018. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.
- Ritholtz Wealth Management held 4,801 shares of iShares Core US REIT ETF worth $319K as of Q2 2026.
- Ritholtz Wealth Management sold 195 iShares Core US REIT ETF shares in Q2 2026, an estimated $12.6K.
- iShares Core US REIT ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1023 holding.
- Ritholtz Wealth Management first reported a position in iShares Core US REIT ETF in Q1 2018 and has held it in 34 quarters since.
- Ritholtz Wealth Management's iShares Core US REIT ETF position peaked at $4.39M in Q4 2018.
- 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.
Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.