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Tectonic Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Tectonic Advisors’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 		$16.8M Buy
252,344
+8,404
+3% +$541K 0.81% 26
2026
Q1 		$14.4M Buy
243,940
+14,334
+6% +$861K 0.76% 35
2025
Q4 		$13.1M Buy
229,606
+34,300
+18% +$1.99M 0.69% 36
2025
Q3 		$11.5M Hold
195,306
– – 0.63% 45
2025
Q2 		$11M Buy
195,306
+90
+0% +$5.04K 0.64% 36
2025
Q1 		$11.2M Hold
195,216
– – 0.7% 24
2024
Q4 		$11.2M Buy
195,216
+599
+0.3% +$36K 0.73% 23
2024
Q3 		$12M Buy
194,617
+7,700
+4% +$450K 0.78% 17
2024
Q2 		$10M Buy
186,917
+3,800
+2% +$197K 0.72% 22
2024
Q1 		$9.85M Buy
183,117
+5,900
+3% +$313K 0.75% 22
2023
Q4 		$9.62M Hold
177,217
– – 0.81% 17
2023
Q3 		$8.36M Buy
177,217
+10,800
+6% +$553K 0.78% 20
2023
Q2 		$8.56M Sell
166,417
-76
-0% -$3.8K 1.05% 17
2023
Q1 		$8.39M Buy
166,493
+5,176
+3% +$268K 1.15% 14
2022
Q4 		$7.98M Buy
161,317
+22,000
+16% +$1.09M 1.24% 16
2022
Q3 		$6.62M Hold
139,317
– – 1.22% 15
2022
Q2 		$7.44M Hold
139,317
– – 1.36% 14
2022
Q1 		$9.01M Hold
139,317
– – 1.55% 11
2021
Q4 		$9.42M Sell
139,317
-4,577
-3% -$291K 1.69% 10
2021
Q3 		$8.44M Buy
143,894
+4,577
+3% +$278K 1.66% 12
2021
Q2 		$8.13M Hold
139,317
– – 1.68% 12
2021
Q1 		$7.3M Buy
139,317
+1,978
+1% +$99.5K 1.81% 12
2020
Q4 		$6.65M Buy
+137,339
New +$6.4M 1.82% 11

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

Tectonic Advisors's USRT Position: Q2 2026 in Review

Tectonic Advisors increased its iShares Core US REIT ETF (USRT) stake by 3.4% in Q2 2026, buying an estimated $541K and bringing the position to 252,344 shares worth $16.8M. The position accounts for 0.81% of the portfolio, ranked #26.

Tectonic Advisors first reported a position in USRT in Q4 2020 and has held it in 23 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Tectonic Advisors held 252,344 shares of iShares Core US REIT ETF worth $16.8M as of Q2 2026.
  • Tectonic Advisors bought 8,404 iShares Core US REIT ETF shares in Q2 2026, an estimated $541K.
  • iShares Core US REIT ETF made up 0.81% of Tectonic Advisors's portfolio in Q2 2026, its #26 holding.
  • Tectonic Advisors first reported a position in iShares Core US REIT ETF in Q4 2020 and has held it in 23 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.