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

Stamos Capital Partners’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	$3.58M	Sell	53,836 -3,617	-6%	-$233K	0.55%	66
2026 Q1	$3.4M	Buy	57,453 +3,361	+6%	+$202K	0.53%	60
2025 Q4	$3.08M	Buy	54,092 +22,709	+72%	+$1.31M	0.5%	59
2025 Q3	$1.84M	Sell	31,383 -17,797	-36%	-$1.02M	0.35%	72
2025 Q2	$2.78M	Buy	49,180 +19,171	+64%	+$1.07M	0.5%	62
2025 Q1	$1.73M	Sell	30,009 -5,081	-14%	-$294K	0.45%	71
2024 Q4	$2.01M	Buy	35,090 +14,910	+74%	+$897K	0.47%	62
2024 Q3	$1.24M	Sell	20,180 -3,610	-15%	-$211K	0.29%	83
2024 Q2	$1.27M	Buy	23,790 +530	+2%	+$27.5K	0.27%	89
2024 Q1	$1.25M	Sell	23,260 -3,320	-12%	-$176K	0.28%	78
2023 Q4	$1.44M	Sell	26,580 -5,320	-17%	-$260K	0.39%	64
2023 Q3	$1.51M	Buy	31,900 +1,750	+6%	+$89.6K	0.34%	79
2023 Q2	$1.55M	Buy	30,150 +24,050	+394%	+$1.2M	0.36%	76
2023 Q1	$307K	Buy	+6,100	New	+$316K	0.08%	96

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

Stamos Capital Partners's USRT Position: Q2 2026 in Review

Stamos Capital Partners reduced its iShares Core US REIT ETF (USRT) stake by 6.3% in Q2 2026, selling an estimated $233K and leaving 53,836 shares worth $3.58M. The position accounts for 0.55% of the portfolio, ranked #66.

Stamos Capital Partners first reported a position in USRT in Q1 2023 and has held it in 14 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Stamos Capital Partners held 53,836 shares of iShares Core US REIT ETF worth $3.58M as of Q2 2026.
Stamos Capital Partners sold 3,617 iShares Core US REIT ETF shares in Q2 2026, an estimated $233K.
iShares Core US REIT ETF made up 0.55% of Stamos Capital Partners's portfolio in Q2 2026, its #66 holding.
Stamos Capital Partners first reported a position in iShares Core US REIT ETF in Q1 2023 and has held it in 14 quarters since.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.