Stifel Financial
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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
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

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