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Disclosery

USRT ISHARES TR

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CRE U S REIT ETF (fund)

433 managers (441 13F filers) reported a position in USRT shares at 2026-06-30, 49,075,693 shares in all. 58 filers opened a position and 24 filers sold out during the quarter.

Managers
433
13F filers
441
New
58
Added
178
Reduced
130
Sold out
24
Shares held by filers
49,075,693

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BROWN ADVISORY INCin group BROWN ADVISORY INC13,019$865K<0.01%013F-HRTimelineGroup
Advocate Investing Services LLC12,700$844K0.65%013F-HRTimeline
Gladstone Institutional Advisory LLC12,624$839K0.03%-12,56013F-HRTimeline
RKL Wealth Management LLC12,551$834K0.07%new13F-HRTimeline
J2 Capital Management Inc12,370$822K0.55%-1013F-HRTimeline
Ridgewood Investments LLC12,301$817K0.31%+2,40113F-HRTimeline
WealthCollab, LLC12,131$806K0.29%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise12,057$801K0.04%-6913F-HRTimelineGroup
NewEdge Advisors, LLC11,819$785K<0.01%+3,49513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT11,456$761K0.08%new13F-HRTimeline
Amicus Financial Advisors, LLC11,208$745K0.18%-32513F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT11,155$741K0.8%+4,23313F-HRTimeline
AWM CAPITAL, LLC11,107$738K0.06%-30813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,083$736K0.01%-1213F-HRTimelineGroup
Insight Advisors, LLC/ PA11,060$735K0.13%+1013F-HRTimeline
BRIGHTON JONES LLC11,052$734K0.01%-4513F-HRTimeline
1832 Asset Management L.P.11,016$732K<0.01%+70013F-HRTimeline
Wrenne Financial Planning LLC10,956$728K0.25%+64713F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,928$726K0.11%-15213F-HRTimeline
BEAM WEALTH ADVISORS, INC.10,888$724K0.16%+48813F-HR/ATimeline
Darden Wealth Group Inc10,800$718K0.28%-50013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC10,756$715K0.03%-1,16013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.10,730$713K<0.01%new13F-HRTimelineGroup
Garde Capital, Inc.10,330$686K0.03%+74213F-HRTimeline
EP Wealth Advisors, LLC10,316$686K<0.01%-1,25413F-HRTimeline
Trademark Financial Management, LLC10,195$677K0.28%-16,46113F-HRTimeline
MAI Capital Management10,011$665K<0.01%+6,03113F-HRTimeline
HB Wealth Management, LLC9,985$664K<0.01%+17113F-HRTimeline
Parkwoods Wealth Partners, LLC9,983$663K0.11%+1,76313F-HRTimeline
Heck Capital Advisors, LLC9,631$640K0.04%+3813F-HRTimeline
Wealthspire Advisors, LLC9,462$629K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,355$622K0.01%new13F-HRTimeline
HF Advisory Group, LLC9,260$615K0.19%+47913F-HRTimeline
Private Advisor Group, LLC9,209$612K<0.01%new13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC9,102$605K0.06%+1,99813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,848$588K<0.01%-38613F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,494$564K0.01%-2813F-HRTimelineGroup
Landmark Wealth Management, LLC8,372$556K0.13%+14013F-HRTimeline
Summit Financial Consulting LLC8,354$555K0.38%+25013F-HRTimeline
MBL Wealth, LLC8,332$554K0.04%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,297$551K0.01%013F-HRTimeline
Betterment LLC8,288$551K<0.01%+27913F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC8,238$547K0.41%-20813F-HRTimeline
NWAM LLC8,212$546K0.03%+2,67413F-HRTimeline
WESTBOURNE INVESTMENTS, INC.8,050$535K0.22%-1,61213F-HRTimeline
IEQ CAPITAL, LLC8,049$535K<0.01%013F-HRTimeline
Mutual Advisors, LLC7,989$531K0.01%-39513F-HRTimeline
MBE Wealth Management, LLC7,851$522K0.18%-22813F-HRTimeline
FourThought Financial Partners, LLC7,783$517K0.04%-65013F-HRTimeline
Sanctuary Advisors, LLC7,733$514K<0.01%-19313F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP7,712$512K0.01%+2,77013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,516$499K<0.01%+713F-HRTimelineGroup
Quad-Cities Investment Group, LLC7,480$497K0.18%-11813F-HRTimeline
Cresset Asset Management, LLC7,400$492K<0.01%new13F-HRTimeline
Composition Wealth, LLC7,385$491K0.01%013F-HRTimeline
Parallel Advisors, LLC7,308$486K0.01%-50713F-HRTimeline
MidAtlantic Capital Management, Inc.6,926$460K0.29%013F-HRTimeline
Upper Left Wealth Management, LLC6,856$456K0.25%-16113F-HRTimeline
Janney Montgomery Scott LLC6,803$452K<0.01%-75213F-HRTimeline
Seaside Wealth Management, Inc.6,748$448K0.11%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,728$447K<0.01%+49513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.6,713$446K0.06%-9813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,144$408K0.02%+3113F-HRTimeline
Destiny Capital Corp/CO6,095$405K0.19%-7,73213F-HRTimeline
Krane Financial Solutions LLC6,041$401K0.25%+3513F-HRTimeline
VERITY Wealth Advisors5,996$398K0.24%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,959$396K<0.01%-1,77913F-HRTimelineGroup
RDA Financial Network5,893$392K0.09%+5713F-HRTimeline
KLINGENSTEIN FIELDS & CO LP5,867$390K0.01%013F-HRTimeline
RVW Wealth, LLC5,717$380K0.03%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,706$379K0.01%-23713F-HRTimeline
Ashton Thomas Private Wealth, LLC5,706$379K0.01%+1,78913F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,695$378K0.15%013F-HRTimeline
YHB Investment Advisors, Inc.5,605$372K0.02%-26813F-HRTimeline
Fingerlakes Wealth Management, Inc.5,573$370K0.2%+3113F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,550$369K0.01%new13F-HRTimeline
REDW Wealth LLC5,523$367K0.13%+213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,460$363K0.02%-45013F-HRTimelineGroup
CGN Advisors LLC5,433$361K0.03%-1,63513F-HRTimeline
Redwood Financial Network Corp5,175$344K0.19%+1,10613F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,115$340K<0.01%+2,90513F-HRTimelineGroup
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…5,100$339K0.16%+3,70013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…5,085$338K0.01%+10413F-HRTimeline
Hexagon Capital Partners LLC4,994$332K0.05%-1,41613F-HRTimeline
Tidemark, LLC4,926$327K0.07%-1,22213F-HRTimeline
United Advisor Group, LLC4,872$324K0.03%+4113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.4,851$322K0.13%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,801$319K<0.01%-19513F-HR/ATimeline
Finley Financial, LLC4,780$318K0.13%013F-HRTimeline
NWF Advisory Services Inc.4,598$306K0.03%013F-HRTimeline
GWN SECURITIES INC.4,576$304K0.05%+25613F-HRTimeline
PDS Planning, Inc4,429$294K0.02%+30313F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…4,396$292K0.09%new13F-HRTimelineGroup
Platform Technology Partners4,307$286K0.05%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,259$284K0.02%+213F-HRTimeline
NewEdge Wealth, LLC4,151$276K<0.01%+23313F-HRTimeline
Capstone Financial Advisors, Inc.4,148$276K0.01%+2313F-HRTimeline
Global Retirement Partners, LLC4,134$275K<0.01%13F-HRTimeline
HORAN Wealth, LLC4,094$272K0.03%+19513F-HR/ATimeline
Sequoia Financial Advisors, LLC4,091$272K<0.01%+1113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,067$270K0.05%-18913F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,049$269K0.02%+7313F-HRTimeline
Aletheian Wealth Advisors LLC4,047$269K0.11%-113F-HRTimeline
EPIQ PARTNERS, LLC4,022$267K0.11%+513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.4,018$267K0.08%+313F-HRTimeline
Olde Wealth Management, LLC4,010$266K0.08%+41413F-HRTimeline
D.A. DAVIDSON & CO.3,989$265K<0.01%new13F-HRTimeline
Goodwin Investment Advisory3,921$261K0.52%-113F-HRTimeline
IVC Wealth Advisors LLC3,875$257K0.1%-9613F-HRTimeline
Onyx Bridge Wealth Group LLC3,851$256K0.02%-7513F-HRTimeline
IRON Financial LLC3,809$253K0.1%+2113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,806$253K0.01%-15313F-HRTimeline
Wilmington Savings Fund Society, FSB3,697$246K0.01%013F-HRTimeline
Sharper & Granite LLC3,675$244K0.08%013F-HRTimeline
Values Added Financial LLC3,660$243K0.09%013F-HRTimeline
Roundview Capital LLC3,597$239K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,583$238K0.01%+51413F-HRTimelineGroup
Tortoise Investment Management, LLC3,555$236K0.02%new13F-HRTimeline
Westfuller Advisors, LLC3,538$235K0.09%+2013F-HRTimeline
Braun-Bostich & Associates Inc.3,473$231K0.13%-8413F-HRTimeline
LGL PARTNERS, LLC3,447$229K0.08%+1913F-HRTimeline
Trivium Point Advisory, LLC3,385$225K0.02%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC3,767$223K0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,334$222K0.02%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,312$220K<0.01%+1,21713F-HRTimelineGroup
DV Trading LLC3,300$219K0.02%new13F-HRTimeline
Advisory Alpha, LLC3,295$219K0.01%new13F-HRTimeline
FSA Investment Group, LLC3,291$219K0.07%new13F-HRTimeline
BAILARD, INC.3,237$215K<0.01%new13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC3,223$214K0.01%new13F-HRTimeline
HCR Wealth Advisors3,210$213K0.02%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,198$213K<0.01%new13F-HRTimelineGroup
Bangor Savings Bank3,170$211K0.02%+95013F-HRTimeline
Members Trust Co3,115$207K0.01%new13F-HRTimeline
Vawter Financial, Ltd.3,092$205K0.08%new13F-HRTimeline
E6 Portfolios, LLC3,054$203K0.16%new13F-HRTimeline
Symphony Financial, Ltd. Co.2,988$202K0.02%new13F-HRTimeline
Veracity Capital LLC3,038$202K0.05%-2,80413F-HRTimeline
Qube Research & Technologies Ltd2,987$198K<0.01%new13F-HRTimeline
AlphaCore Capital LLC2,726$181K<0.01%013F-HRTimeline
Biltmore Family Office, LLC2,306$153K0.02%013F-HRTimeline
Asset Dedication, LLC1,997$133K0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,736$115K0.04%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,700$113K0.01%new13F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,677$111K<0.01%+1,53013F-HRTimelineGroup
Aptus Capital Advisors, LLC1,646$109K<0.01%-60213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,629$108K0.02%-1,16313F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,550$103K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,469$97.6K<0.01%+83013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC1,385$92K0.01%+813F-HRTimeline
Financial Perspectives, Inc1,327$88.2K0.02%+813F-HRTimeline
Copia Wealth Management1,247$82.9K0.05%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,238$82.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,203$79.9K<0.01%+2713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,173$77.9K<0.01%-6913F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC1,168$77.8K0.01%13F-HRTimeline
Summit Wealth Group, LLC1,113$74K0.02%new13F-HRTimeline
FIRST HORIZON CORP928$61.7K<0.01%-17013F-HRTimeline
Fairscale Capital, LLC906$60.2K0.04%013F-HRTimeline
UMB Bank, n.a.900$59.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PENSION & WEALTH MANAGEMENT ADVISORS, I…900$59.8K0.02%013F-HRTimeline
AdvisorNet Financial, Inc861$57.2K<0.01%+81313F-HRTimeline
PlanVest Financial, Inc858$57K0.04%013F-HRTimeline
SHP Wealth Management823$54.7K<0.01%+513F-HRTimeline
Synergy Investment Management, LLC809$53.8K0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…742$49.3K<0.01%+20813F-HRTimeline
GeoWealth Management, LLC738$49K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.732$48.6K0.01%new13F-HRTimeline
First Command Advisory Services, Inc.725$48.2K<0.01%new13F-HRTimeline
CENTRAL TRUST Co716$47.6K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO709$47.1K<0.01%013F-HRTimelineGroup
Archer Investment Corp692$46K0.01%013F-HR/ATimeline
Gunpowder Capital Management, LLC dba O…661$43.9K0.03%013F-HRTimeline
SIGNATUREFD, LLC643$42.7K<0.01%+113F-HRTimeline
Meramec Financial Planners, LLC579$40.3K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA593$39.4K<0.01%013F-HRTimeline
Smithfield Trust Co521$35K<0.01%013F-HRTimeline
Robinswood Financial LLC480$31.9K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC415$27.6K<0.01%+41413F-HRTimelineGroup
Continuum Advisory, LLC372$24.7K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…370$24.6K<0.01%+1513F-HRTimelineGroup
Truvestments Capital LLC353$23.5K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC350$23.3K0.01%+213F-HRTimeline
Miller Capital Partners, Inc.350$23.3K0.01%013F-HRTimeline
Brooklyn FI, LLC336$23K<0.01%new13F-HRTimeline
Investors Research Corp331$22K<0.01%013F-HRTimeline
Dunhill Financial, LLC314$20.9K<0.01%013F-HRTimeline
CGC Financial Services, LLC310$20.6K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC306$20.3K<0.01%+2613F-HRTimelineGroup
Hanson & Doremus Investment Management300$20K<0.01%013F-HRTimeline
Essential Partners LLC296$19.7K0.01%-1913F-HRTimeline
Legacy Bridge, LLC291$19.3K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.275$18K<0.01%+4413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Catherine Avery Investment Management L…239$15.9K0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors237$15.7K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.218$14.5K<0.01%+113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP210$14K<0.01%-85513F-HRTimelineGroup
Vanguard National Trust Coin group VANGUARD GROUP INC209$13.9K<0.01%013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.200$13.3K<0.01%-8513F-HR/ATimeline
CX Institutional196$13K<0.01%-3,16913F-HRTimeline