Stifel Financial
USRT icon

Stifel Financial’s iShares Core US REIT ETF USRT Stock Holding History

Stifel Financial’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 		$893K Sell
13,445
-22
-0.2% -$1.42K ﹤0.01% 2626
2026
Q1 		$797K Buy
13,467
+48
+0.4% +$2.88K ﹤0.01% 2582
2025
Q4 		$764K Buy
13,419
+264
+2% +$15.3K ﹤0.01% 2604
2025
Q3 		$772K Buy
13,155
+1,441
+12% +$82.7K ﹤0.01% 2545
2025
Q2 		$663K Buy
11,714
+1,601
+16% +$89.7K ﹤0.01% 2591
2025
Q1 		$583K Buy
10,113
+1,009
+11% +$58.4K ﹤0.01% 2590
2024
Q4 		$522K Buy
9,104
+833
+10% +$50.1K ﹤0.01% 2651
2024
Q3 		$509K Buy
8,271
+41
+0.5% +$2.39K ﹤0.01% 2673
2024
Q2 		$441K Buy
8,230
+210
+3% +$10.9K ﹤0.01% 2706
2024
Q1 		$431K Sell
8,020
-695
-8% -$36.8K ﹤0.01% 2699
2023
Q4 		$473K Sell
8,715
-413
-5% -$20.2K ﹤0.01% 2593
2023
Q3 		$431K Buy
9,128
+77
+0.9% +$3.94K ﹤0.01% 2577
2023
Q2 		$465K Buy
9,051
+795
+10% +$39.8K ﹤0.01% 2567
2023
Q1 		$416K Sell
8,256
-184
-2% -$9.53K ﹤0.01% 2622
2022
Q4 		$417K Buy
+8,440
New +$418K ﹤0.01% 2578

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

Stifel Financial's USRT Position: Q2 2026 in Review

Stifel Financial reduced its iShares Core US REIT ETF (USRT) stake by 0.16% in Q2 2026, selling an estimated $1.42K and leaving 13,445 shares worth $893K. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

Stifel Financial first reported a position in USRT in Q4 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Stifel Financial held 13,445 shares of iShares Core US REIT ETF worth $893K as of Q2 2026.
  • Stifel Financial sold 22 iShares Core US REIT ETF shares in Q2 2026, an estimated $1.42K.
  • iShares Core US REIT ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2626 holding.
  • Stifel Financial first reported a position in iShares Core US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.