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

Sanctuary 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	$514K	Sell	7,733 -193	-2%	-$12.4K	﹤0.01%	1961
2026 Q1	$469K	Sell	7,926 -23,738	-75%	-$1.43M	﹤0.01%	1824
2025 Q4	$1.8M	Sell	31,664 -385	-1%	-$22.3K	0.01%	991
2025 Q3	$1.88M	Sell	32,049 -9,587	-23%	-$550K	0.01%	934
2025 Q2	$2.35M	Buy	41,636 +542	+1%	+$30.4K	0.01%	773
2025 Q1	$2.37M	Buy	41,094 +3,175	+8%	+$184K	0.02%	723
2024 Q4	$2.2M	Buy	37,919 +2,442	+7%	+$147K	0.01%	822
2024 Q3	$2.18M	Buy	35,477 +5,424	+18%	+$317K	0.01%	825
2024 Q2	$1.51M	Buy	+30,053	New	+$1.56M	0.01%	962

Other funds holding USRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Sanctuary Advisors's USRT Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares Core US REIT ETF (USRT) stake by 2.4% in Q2 2026, selling an estimated $12.4K and leaving 7,733 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Sanctuary Advisors first reported a position in USRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.37M in Q1 2025. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Sanctuary Advisors held 7,733 shares of iShares Core US REIT ETF worth $514K as of Q2 2026.
Sanctuary Advisors sold 193 iShares Core US REIT ETF shares in Q2 2026, an estimated $12.4K.
iShares Core US REIT ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1961 holding.
Sanctuary Advisors first reported a position in iShares Core US REIT ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares Core US REIT ETF position peaked at $2.37M in Q1 2025.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.