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

Zurich Cantonal 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	$2.15M	Hold	31,785	–	–	﹤0.01%	1098
2026 Q1	$1.85M	Buy	+31,785	New	+$1.91M	﹤0.01%	1083
2025 Q4	–	Sell	-31,785	Closed	-$1.84M	–	3417
2025 Q3	$1.85M	Buy	31,785 +1,296	+4%	+$74.4K	﹤0.01%	959
2025 Q2	$1.71M	Hold	30,489	–	–	﹤0.01%	945
2025 Q1	$1.74M	Hold	30,489	–	–	0.01%	883
2024 Q4	$1.74M	Hold	30,489	–	–	0.01%	918
2024 Q3	$1.87M	Sell	30,489 -825	-3%	-$48.2K	0.01%	813
2024 Q2	$1.67M	Hold	31,314	–	–	0.01%	812
2024 Q1	$1.67M	Hold	31,314	–	–	0.01%	820
2023 Q4	$1.72M	Hold	31,314	–	–	0.01%	788
2023 Q3	$1.47M	Buy	31,314 +14,994	+92%	+$767K	0.01%	803
2023 Q2	$835K	Buy	16,320 +3,623	+29%	+$181K	﹤0.01%	1035
2023 Q1	$626K	Buy	+12,697	New	+$657K	﹤0.01%	1170

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

Zurich Cantonal Bank's USRT Position: Q2 2026 in Review

Zurich Cantonal Bank held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 31,785 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Zurich Cantonal Bank first reported a position in USRT in Q1 2023 and has held it in 13 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Zurich Cantonal Bank held 31,785 shares of iShares Core US REIT ETF worth $2.15M as of Q2 2026.
Zurich Cantonal Bank left its iShares Core US REIT ETF share count unchanged in Q2 2026.
iShares Core US REIT ETF made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #1098 holding.
Zurich Cantonal Bank first reported a position in iShares Core US REIT ETF in Q1 2023 and has held it in 13 quarters since.
440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.