RSA
USRT icon

River Street Advisors’s iShares Core US REIT ETF USRT Stock Holding History

River Street Advisors’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 		$1.21M Buy
18,279
+2,263
+14% +$146K 0.36% 67
2026
Q1 		$948K Buy
16,016
+1,774
+12% +$107K 0.32% 74
2025
Q4 		$811K Buy
14,242
+420
+3% +$24.3K 0.3% 77
2025
Q3 		$812K Sell
13,822
-72
-0.5% -$4.13K 0.31% 79
2025
Q2 		$786K Buy
13,894
+12
+0.1% +$673 0.34% 77
2025
Q1 		$800K Buy
13,882
+68
+0.5% +$3.94K 0.4% 72
2024
Q4 		$792K Buy
13,814
+511
+4% +$30.7K 0.4% 70
2024
Q3 		$819K Buy
13,303
+1,204
+10% +$70.3K 0.44% 66
2024
Q2 		$648K Buy
12,099
+5,002
+70% +$259K 0.4% 73
2024
Q1 		$382K Buy
7,097
+503
+8% +$26.6K 0.26% 95
2023
Q4 		$358K Buy
6,594
+74
+1% +$3.62K 0.29% 89
2023
Q3 		$308K Sell
6,520
-267
-4% -$13.7K 0.29% 89
2023
Q2 		$349K Buy
6,787
+291
+4% +$14.6K 0.33% 83
2023
Q1 		$327K Buy
6,496
+142
+2% +$7.35K 0.32% 87
2022
Q4 		$314K Buy
+6,354
New +$315K 0.34% 84

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

River Street Advisors's USRT Position: Q2 2026 in Review

River Street Advisors increased its iShares Core US REIT ETF (USRT) stake by 14% in Q2 2026, buying an estimated $146K and bringing the position to 18,279 shares worth $1.21M. The position accounts for 0.36% of the portfolio, ranked #67.

River Street Advisors first reported a position in USRT in Q4 2022 and has held it in 15 quarters since. 441 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • River Street Advisors held 18,279 shares of iShares Core US REIT ETF worth $1.21M as of Q2 2026.
  • River Street Advisors bought 2,263 iShares Core US REIT ETF shares in Q2 2026, an estimated $146K.
  • iShares Core US REIT ETF made up 0.36% of River Street Advisors's portfolio in Q2 2026, its #67 holding.
  • River Street Advisors first reported a position in iShares Core US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • 441 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.