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Savant Capital’s iShares Core US REIT ETF USRT Stock Holding History

Savant Capital’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 		$63.2M Sell
950,667
-5,859
-0.6% -$377K 0.19% 81
2026
Q1 		$56.6M Buy
956,526
+930,103
+3,520% +$55.9M 0.27% 56
2025
Q4 		$1.51M Sell
26,423
-1,566
-6% -$90.7K 0.01% 463
2025
Q3 		$1.64M Sell
27,989
-221
-0.8% -$12.7K 0.01% 433
2025
Q2 		$1.6M Buy
28,210
+629
+2% +$35.3K 0.01% 404
2025
Q1 		$1.59M Sell
27,581
-717
-3% -$41.5K 0.01% 368
2024
Q4 		$1.62M Buy
+28,298
New +$1.7M 0.01% 498

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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Savant Capital's USRT Position: Q2 2026 in Review

Savant Capital reduced its iShares Core US REIT ETF (USRT) stake by 0.61% in Q2 2026, selling an estimated $377K and leaving 950,667 shares worth $63.2M. The position accounts for 0.19% of the portfolio, ranked #81.

Savant Capital first reported a position in USRT in Q4 2024 and has held it in 7 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Savant Capital held 950,667 shares of iShares Core US REIT ETF worth $63.2M as of Q2 2026.
  • Savant Capital sold 5,859 iShares Core US REIT ETF shares in Q2 2026, an estimated $377K.
  • iShares Core US REIT ETF made up 0.19% of Savant Capital's portfolio in Q2 2026, its #81 holding.
  • Savant Capital first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.