SAM
USRT icon

Smartleaf Asset Management’s iShares Core US REIT ETF USRT Stock Holding History

Smartleaf Asset Management’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 		$11.6M Hold
171,701
– – 0.38% 51
2026
Q1 		$10M Buy
171,701
+24,413
+17% +$1.47M 0.36% 52
2025
Q4 		$8.45M Buy
147,288
+145,666
+8,981% +$8.43M 0.32% 61
2025
Q3 		$94.5K Sell
1,622
-294
-15% -$16.9K 0.01% 1103
2025
Q2 		$108K Buy
1,916
+1,753
+1,075% +$98.3K 0.01% 837
2025
Q1 		$9.32K Sell
163
-789
-83% -$45.7K ﹤0.01% 1952
2024
Q4 		$54K Buy
952
+168
+21% +$10.1K 0.01% 1145
2024
Q3 		$48K Sell
784
-475
-38% -$27.7K 0.01% 932
2024
Q2 		$66.7K Buy
1,259
+464
+58% +$24.1K 0.01% 675
2024
Q1 		$42.5K Buy
795
+482
+154% +$25.5K 0.01% 714
2023
Q4 		$17.2K Buy
+313
New +$15.3K ﹤0.01% 687

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

Smartleaf Asset Management's USRT Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 171,701 shares worth $11.6M. The position accounts for 0.38% of the portfolio, ranked #51.

Smartleaf Asset Management first reported a position in USRT in Q4 2023 and has held it in 11 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Smartleaf Asset Management held 171,701 shares of iShares Core US REIT ETF worth $11.6M as of Q2 2026.
  • Smartleaf Asset Management left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up 0.38% of Smartleaf Asset Management's portfolio in Q2 2026, its #51 holding.
  • Smartleaf Asset Management first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.