Wells Fargo’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.62M | Buy |
78,083
+1,746
| +2% | +$105K | ﹤0.01% | 2657 |
|
|
2025
Q4 | $4.35M | Buy |
76,337
+8,022
| +12% | +$465K | ﹤0.01% | 2810 |
|
|
2025
Q3 | $4.01M | Sell |
68,315
-10,550
| -13% | -$606K | ﹤0.01% | 2749 |
|
|
2025
Q2 | $4.46M | Sell |
78,865
-2,758
| -3% | -$155K | ﹤0.01% | 2570 |
|
|
2025
Q1 | $4.7M | Buy |
81,623
+14,158
| +21% | +$820K | ﹤0.01% | 2461 |
|
|
2024
Q4 | $3.87M | Buy |
67,465
+5,329
| +9% | +$321K | ﹤0.01% | 2643 |
|
|
2024
Q3 | $3.83M | Buy |
62,136
+5,119
| +9% | +$299K | ﹤0.01% | 2568 |
|
|
2024
Q2 | $3.05M | Buy |
57,017
+901
| +2% | +$46.7K | ﹤0.01% | 2625 |
|
|
2024
Q1 | $3.02M | Sell |
56,116
-14,216
| -20% | -$753K | ﹤0.01% | 2646 |
|
|
2023
Q4 | $3.82M | Sell |
70,332
-42,222
| -38% | -$2.06M | ﹤0.01% | 2420 |
|
|
2023
Q3 | $5.31M | Buy |
112,554
+31,375
| +39% | +$1.61M | ﹤0.01% | 2055 |
|
|
2023
Q2 | $4.17M | Buy |
81,179
+931
| +1% | +$46.6K | ﹤0.01% | 2299 |
|
|
2023
Q1 | $4.04M | Sell |
80,248
-5,137
| -6% | -$266K | ﹤0.01% | 2291 |
|
|
2022
Q4 | $4.22M | Buy |
85,385
+1,298
| +2% | +$64.3K | ﹤0.01% | 2209 |
|
|
2022
Q3 | $3.99M | Sell |
84,087
-1,839
| -2% | -$101K | ﹤0.01% | 2168 |
|
|
2022
Q2 | $4.59M | Sell |
85,926
-22,971
| -21% | -$1.35M | ﹤0.01% | 2162 |
|
|
2022
Q1 | $7.04M | Buy |
108,897
+11,464
| +12% | +$720K | ﹤0.01% | 2141 |
|
|
2021
Q4 | $6.58M | Buy |
97,433
+16,794
| +21% | +$1.07M | ﹤0.01% | 2281 |
|
|
2021
Q3 | $4.73M | Buy |
80,639
+517
| +0.6% | +$31.4K | ﹤0.01% | 2882 |
|
|
2021
Q2 | $4.67M | Buy |
80,122
+5,318
| +7% | +$302K | ﹤0.01% | 2932 |
|
|
2021
Q1 | $3.92M | Sell |
74,804
-609
| -0.8% | -$30.6K | ﹤0.01% | 3071 |
|
|
2020
Q4 | $3.65M | Buy |
75,413
+1,929
| +3% | +$89.9K | ﹤0.01% | 3022 |
|
|
2020
Q3 | $3.21M | Sell |
73,484
-14,298
| -16% | -$638K | ﹤0.01% | 2926 |
|
|
2020
Q2 | $3.82M | Sell |
87,782
-284,004
| -76% | -$11.9M | ﹤0.01% | 2736 |
|
|
2020
Q1 | $14.6M | Sell |
371,786
-15,072
| -4% | -$770K | 0.01% | 1428 |
|
|
2019
Q4 | $21.1M | Buy |
386,858
+14,081
| +4% | +$775K | 0.01% | 1426 |
|
|
2019
Q3 | $20.7M | Buy |
372,777
+9,947
| +3% | +$535K | 0.01% | 1416 |
|
|
2019
Q2 | $18.9M | Buy |
362,830
+16,958
| +5% | +$883K | 0.01% | 1502 |
|
|
2019
Q1 | $17.9M | Buy |
345,872
+223,886
| +184% | +$11.1M | 0.01% | 1518 |
|
|
2018
Q4 | $5.47M | Buy |
121,986
+72,520
| +147% | +$3.43M | ﹤0.01% | 2356 |
|
|
2018
Q3 | $2.39M | Sell |
49,466
-15,023
| -23% | -$749K | ﹤0.01% | 3265 |
|
|
2018
Q2 | $3.17M | Buy |
64,489
+17,060
| +36% | +$795K | ﹤0.01% | 3080 |
|
|
2018
Q1 | $2.14M | Sell |
47,429
-49,566
| -51% | -$2.27M | ﹤0.01% | 3327 |
|
|
2017
Q4 | $4.81M | Buy |
96,995
+27,001
| +39% | +$1.34M | ﹤0.01% | 2623 |
|
|
2017
Q3 | $3.45M | Buy |
69,994
+8,604
| +14% | +$425K | ﹤0.01% | 2843 |
|
|
2017
Q2 | $3.02M | Sell |
61,390
-1,954
| -3% | -$96.4K | ﹤0.01% | 2876 |
|
|
2017
Q1 | $3.1M | Buy |
63,344
+57,028
| +903% | +$2.81M | ﹤0.01% | 2806 |
|
|
2016
Q4 | $308K | Buy |
6,316
+238
| +4% | +$11.4K | ﹤0.01% | 4521 |
|
|
2016
Q3 | $308K | Buy |
6,078
+397
| +7% | +$20.6K | ﹤0.01% | 4237 |
|
|
2016
Q2 | $293K | Buy |
5,681
+5
| +0.1% | +$246 | ﹤0.01% | 4201 |
|
|
2016
Q1 | $278K | Buy |
5,676
+2,061
| +57% | +$94.2K | ﹤0.01% | 4211 |
|
|
2015
Q4 | $171K | Buy |
3,615
+191
| +6% | +$8.87K | ﹤0.01% | 4556 |
|
|
2015
Q3 | $150K | Sell |
3,424
-808
| -19% | -$36.2K | ﹤0.01% | 4632 |
|
|
2015
Q2 | $184K | Sell |
4,232
-12,670
| -75% | -$587K | ﹤0.01% | 4656 |
|
|
2015
Q1 | $821K | Sell |
16,902
-124
| -0.7% | -$6.08K | ﹤0.01% | 3652 |
|
|
2014
Q4 | $805K | Sell |
17,026
-17,931
| -51% | -$820K | ﹤0.01% | 3648 |
|
|
2014
Q3 | $1.48M | Buy |
34,957
+2,327
| +7% | +$103K | ﹤0.01% | 3201 |
|
|
2014
Q2 | $1.42M | Buy |
32,630
+1,639
| +5% | +$70K | ﹤0.01% | 3241 |
|
|
2014
Q1 | $1.27M | Sell |
30,991
-1,584
| -5% | -$63.5K | ﹤0.01% | 3308 |
|
|
2013
Q4 | $1.24M | Sell |
32,575
-3,217
| -9% | -$126K | ﹤0.01% | 3272 |
|
|
2013
Q3 | $1.39M | Sell |
35,792
-243,883
| -87% | -$9.74M | ﹤0.01% | 3134 |
|
|
2013
Q2 | $11.4M | Buy |
+279,675
| New | +$12.1M | 0.01% | 1494 |
|
Other funds holding USRT
GT
RIM
TCOT
SC
DCM
Wells Fargo's USRT Position: Q1 2026 in Review
Wells Fargo increased its iShares Core US REIT ETF (USRT) stake by 2.3% in Q1 2026, buying an estimated $105K and bringing the position to 78,083 shares worth $4.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2657.
Wells Fargo first reported a position in USRT in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.1M in Q4 2019. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.
- Wells Fargo held 78,083 shares of iShares Core US REIT ETF worth $4.62M as of Q1 2026.
- Wells Fargo bought 1,746 iShares Core US REIT ETF shares in Q1 2026, an estimated $105K.
- iShares Core US REIT ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2657 holding.
- Wells Fargo first reported a position in iShares Core US REIT ETF in Q2 2013 and has held it in 52 quarters since.
- Wells Fargo's iShares Core US REIT ETF position peaked at $21.1M in Q4 2019.
- 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.