Wilmington Savings Fund Society’s iShares Core US REIT ETF USRT Stock Holding History

Wilmington Savings Fund Society’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	$246K	Hold	3,697	–	–	0.01%	547
2026 Q1	$219K	Hold	3,697	–	–	0.01%	579
2025 Q4	$211K	Hold	3,697	–	–	﹤0.01%	589
2025 Q3	$217K	Hold	3,697	–	–	0.01%	572
2025 Q2	$209K	Sell	3,697 -615	-14%	-$34.5K	﹤0.01%	788
2025 Q1	$248K	Hold	4,312	–	–	﹤0.01%	748
2024 Q4	$247K	Hold	4,312	–	–	﹤0.01%	759
2024 Q3	$265K	Buy	+4,312	New	+$252K	﹤0.01%	729

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

Wilmington Savings Fund Society's USRT Position: Q2 2026 in Review

Wilmington Savings Fund Society held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 3,697 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #547.

Wilmington Savings Fund Society first reported a position in USRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $265K in Q3 2024. 439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Wilmington Savings Fund Society held 3,697 shares of iShares Core US REIT ETF worth $246K as of Q2 2026.
Wilmington Savings Fund Society left its iShares Core US REIT ETF share count unchanged in Q2 2026.
iShares Core US REIT ETF made up 0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #547 holding.
Wilmington Savings Fund Society first reported a position in iShares Core US REIT ETF in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's iShares Core US REIT ETF position peaked at $265K in Q3 2024.
439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.