UMB Bank’s iShares Core US REIT ETF USRT Stock Holding History

UMB Bank’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	$59.8K	Hold	900	–	–	﹤0.01%	1245
2026 Q1	$53.3K	Hold	900	–	–	﹤0.01%	1238
2025 Q4	$51.3K	Hold	900	–	–	﹤0.01%	1245
2025 Q3	$52.8K	Hold	900	–	–	﹤0.01%	1135
2025 Q2	$50.9K	Hold	900	–	–	﹤0.01%	1111
2025 Q1	$51.8K	Hold	900	–	–	﹤0.01%	1033
2024 Q4	$51.6K	Buy	900 +209	+30%	+$12.6K	﹤0.01%	906
2024 Q3	$42.5K	Hold	691	–	–	﹤0.01%	924
2024 Q2	$37K	Hold	691	–	–	﹤0.01%	895
2024 Q1	$37.2K	Hold	691	–	–	﹤0.01%	888
2023 Q4	$37.5K	Hold	691	–	–	﹤0.01%	899
2023 Q3	$32.6K	Hold	691	–	–	﹤0.01%	946
2023 Q2	$35.5K	Hold	691	–	–	﹤0.01%	933
2023 Q1	$34.8K	Hold	691	–	–	﹤0.01%	934
2022 Q4	$34K	Hold	691	–	–	﹤0.01%	953
2022 Q3	$33K	Hold	691	–	–	﹤0.01%	972
2022 Q2	$37K	Hold	691	–	–	﹤0.01%	994
2022 Q1	$45K	Hold	691	–	–	﹤0.01%	998
2021 Q4	$47K	Buy	+691	New	+$44K	﹤0.01%	1017

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

UMB Bank's USRT Position: Q2 2026 in Review

UMB Bank held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 900 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

UMB Bank first reported a position in USRT in Q4 2021 and has held it in 19 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

UMB Bank held 900 shares of iShares Core US REIT ETF worth $59.8K as of Q2 2026.
UMB Bank left its iShares Core US REIT ETF share count unchanged in Q2 2026.
iShares Core US REIT ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1245 holding.
UMB Bank first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 19 quarters since.
440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.