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Steward Partners Investment Advisory’s iShares Core US REIT ETF USRT Stock Holding History

Steward Partners Investment Advisory’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 		$49.3K Buy
742
+208
+39% +$13.4K ﹤0.01% 2952
2026
Q1 		$31.6K Buy
534
+130
+32% +$7.81K ﹤0.01% 3022
2025
Q4 		$23K Hold
404
– – ﹤0.01% 3084
2025
Q3 		$23.7K Sell
404
-500
-55% -$28.7K ﹤0.01% 3013
2025
Q2 		$51.1K Hold
904
– – ﹤0.01% 2470
2025
Q1 		$52.1K Hold
904
– – ﹤0.01% 2365
2024
Q4 		$51.8K Hold
904
– – ﹤0.01% 2318
2024
Q3 		$55.7K Hold
904
– – ﹤0.01% 2184
2024
Q2 		$48.4K Sell
904
-1,117
-55% -$57.9K ﹤0.01% 2126
2024
Q1 		$109K Hold
2,021
– – ﹤0.01% 1723
2023
Q4 		$110K Buy
2,021
+26
+1% +$1.27K ﹤0.01% 1643
2023
Q3 		$94.1K Sell
1,995
-380
-16% -$19.4K ﹤0.01% 1597
2023
Q2 		$122K Hold
2,375
– – ﹤0.01% 1490
2023
Q1 		$120K Hold
2,375
– – ﹤0.01% 1506
2022
Q4 		$117K Hold
2,375
– – ﹤0.01% 1487
2022
Q3 		$113K Hold
2,375
– – ﹤0.01% 1446
2022
Q2 		$127K Hold
2,375
– – ﹤0.01% 1397
2022
Q1 		$154K Hold
2,375
– – ﹤0.01% 1395
2021
Q4 		$161K Hold
2,375
– – ﹤0.01% 1401
2021
Q3 		$139K Buy
2,375
+378
+19% +$23K ﹤0.01% 1424
2021
Q2 		$117K Sell
1,997
-1,688
-46% -$95.8K ﹤0.01% 2025
2021
Q1 		$193K Buy
3,685
+1,160
+46% +$58.4K ﹤0.01% 1322
2020
Q4 		$122K Sell
2,525
-75
-3% -$3.5K ﹤0.01% 1285
2020
Q3 		$114K Buy
2,600
+1,117
+75% +$49.8K ﹤0.01% 1172
2020
Q2 		$64K Hold
1,483
– – ﹤0.01% 1314
2020
Q1 		$58K Buy
1,483
+500
+51% +$25.5K ﹤0.01% 1210
2019
Q4 		$53K Hold
983
– – ﹤0.01% 1370
2019
Q3 		$54K Sell
983
-587
-37% -$31.6K ﹤0.01% 1319
2019
Q2 		$81K Buy
+1,570
New +$81.8K ﹤0.01% 1141
2018
Q4 		– Sell
-975
Closed -$47K – 2093
2018
Q3 		$47K Buy
+975
New +$48.6K ﹤0.01% 1223

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

Steward Partners Investment Advisory's USRT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Core US REIT ETF (USRT) stake by 39% in Q2 2026, buying an estimated $13.4K and bringing the position to 742 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

Steward Partners Investment Advisory first reported a position in USRT in Q3 2018 and has held it in 30 quarters since. The position peaked at $193K in Q1 2021. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Steward Partners Investment Advisory held 742 shares of iShares Core US REIT ETF worth $49.3K as of Q2 2026.
  • Steward Partners Investment Advisory bought 208 iShares Core US REIT ETF shares in Q2 2026, an estimated $13.4K.
  • iShares Core US REIT ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2952 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Core US REIT ETF in Q3 2018 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's iShares Core US REIT ETF position peaked at $193K in Q1 2021.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.