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Disclosery

USRT ISHARES TR

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CRE U S REIT ETF (fund)

388 managers (395 13F filers) reported a position in USRT shares at 2025-12-31, 39,394,753 shares in all. 36 filers opened a position and 22 filers sold out during the quarter.

Managers
388
13F filers
395
New
36
Added
174
Reduced
98
Sold out
22
Shares held by filers
39,394,753

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
PRESILIUM PRIVATE WEALTH, LLC10,804$615K0.11%+16913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,799$615K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,669$608K0.01%+23313F-HRTimelineGroup
Wealthspire Retirement, LLC10,309$587K0.04%+3,57713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,310$587K<0.01%+4,10513F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.10,240$583K0.16%-56213F-HRTimeline
Wrenne Financial Planning LLC10,181$580K0.24%+59913F-HRTimeline
HB Wealth Management, LLC9,960$567K<0.01%+32813F-HRTimeline
HF Advisory Group, LLC9,621$548K0.19%+37813F-HR/ATimeline
Garde Capital, Inc.9,588$546K0.03%+82513F-HRTimeline
Heck Capital Advisors, LLC9,570$545K0.04%-72813F-HRTimeline
YHB Investment Advisors, Inc.9,188$523K0.04%-72013F-HRTimeline
Composition Wealth, LLC9,026$514K0.01%-4113F-HRTimeline
Mutual Advisors, LLC8,805$502K0.01%-75513F-HRTimeline
NATIXISin group Natixis Investment Managers8,600$493K<0.01%-36613F-HRTimelineGroup
MBE Wealth Management, LLC8,586$489K0.2%-1,47613F-HRTimeline
Sharper & Granite LLC8,585$489K0.17%-53513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,575$488K0.01%-83713F-HRTimelineGroup
PRAIRIEVIEW WEALTH PARTNERS, LLC8,519$485K0.44%-12213F-HRTimeline
CGN Advisors LLC8,358$476K0.04%-1,04413F-HRTimeline
MBL Wealth, LLC8,332$475K0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,318$474K<0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC8,297$473K0.01%013F-HRTimeline
FMR LLCin group FMR LLC8,196$467K<0.01%+80613F-HRTimelineGroup
IEQ CAPITAL, LLC8,049$458K<0.01%-10213F-HRTimeline
FourThought Financial Partners, LLC7,929$452K0.04%+76913F-HRTimeline
Quad-Cities Investment Group, LLC7,636$435K0.18%+15513F-HRTimeline
Parkwoods Wealth Partners, LLC7,452$424K0.12%+3,62313F-HRTimeline
Parallel Advisors, LLC7,330$418K0.01%+313F-HRTimeline
RHS Financial, LLC7,286$415K0.2%new13F-HRTimeline
Betterment LLC7,097$404K<0.01%-1,13813F-HRTimeline
Upper Left Wealth Management, LLC7,045$401K0.24%+2,26613F-HRTimeline
MidAtlantic Capital Management, Inc.6,926$395K0.25%013F-HRTimeline
Landmark Wealth Management, LLC6,897$393K0.15%-12413F-HRTimeline
Summit Financial Consulting LLC6,866$391K0.28%+89213F-HRTimeline
Seaside Wealth Management, Inc.6,748$384K0.11%013F-HRTimeline
Janney Montgomery Scott LLC6,708$382K<0.01%-5713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.6,646$379K0.05%-22113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,594$376K0.01%-19913F-HRTimeline
WEALTH ALLIANCE, LLC6,258$356K0.03%new13F-HRTimeline
Snowden Capital Advisors LLC6,239$355K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC6,080$346K<0.01%-12013F-HRTimeline
Rehmann Capital Advisory Group6,070$346K0.02%new13F-HRTimeline
VERITY Wealth Advisors5,996$342K0.21%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,984$341K<0.01%new13F-HRTimelineGroup
KLINGENSTEIN FIELDS & CO LP5,867$334K0.01%013F-HRTimeline
RVW Wealth, LLC5,717$326K0.02%013F-HRTimeline
RDA Financial Network5,709$325K0.08%-98013F-HRTimeline
Fingerlakes Wealth Management, Inc.5,707$325K0.21%-74513F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,695$324K0.15%-8713F-HRTimeline
Tidemark, LLC5,646$322K0.09%+67213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,609$319K<0.01%new13F-HRTimelineGroup
Veracity Capital LLC5,577$318K0.09%+46113F-HRTimeline
REDW Wealth LLC5,520$314K0.12%+413F-HRTimeline
Private Advisor Group, LLC5,440$310K<0.01%+31613F-HRTimeline
WESTBOURNE INVESTMENTS, INC.5,338$304K0.14%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,335$304K0.01%+91113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …5,198$302K0.01%+1,25913F-HRTimelineGroup
Wealthspire Advisors, LLC5,269$300K<0.01%-5,26913F-HRTimeline
BDFS Capital LLC5,066$289K0.15%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,010$285K0.01%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,902$279K0.03%+14013F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.4,851$276K0.14%013F-HRTimeline
Finley Financial, LLC4,780$272K0.12%013F-HRTimeline
United Advisor Group, LLC4,672$266K0.03%+12813F-HRTimeline
Nautilus Advisors LLC4,665$266K0.17%new13F-HRTimeline
NWF Advisory Services Inc.4,598$262K0.03%013F-HRTimeline
HCR Wealth Advisors4,537$258K0.03%new13F-HRTimeline
NewEdge Advisors, LLC4,477$255K<0.01%+2,43713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,399$251K0.02%new13F-HRTimeline
Values Added Financial LLC4,383$250K0.11%-38813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,343$247K0.06%-65413F-HRTimeline
Braun-Bostich & Associates Inc.4,301$245K0.15%+14313F-HRTimeline
Integrated Wealth Concepts LLC4,273$243K<0.01%+313F-HRTimeline
Thompson David Blair4,252$242K0.14%13F-HRTimeline
Capstone Financial Advisors, Inc.4,111$234K0.01%+6813F-HRTimeline
PDS Planning, Inc4,061$231K0.02%new13F-HRTimeline
Sequoia Financial Advisors, LLC4,054$231K<0.01%-1113F-HRTimeline
Onyx Bridge Wealth Group LLC4,032$230K0.02%-2213F-HRTimeline
IVC Wealth Advisors LLC4,013$229K0.1%+48413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.4,012$229K0.08%+913F-HRTimeline
EPIQ PARTNERS, LLC4,009$228K0.11%013F-HRTimeline
Brown Financial Advisory4,003$228K0.12%-26713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,990$227K0.02%+5813F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,963$226K0.02%+3,75913F-HRTimeline
Goodwin Investment Advisory3,922$223K0.25%-80313F-HRTimeline
NewEdge Wealth, LLC3,918$223K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,882$221K<0.01%+15113F-HRTimelineGroup
GWN SECURITIES INC.3,825$218K0.04%+29413F-HRTimeline
DV Trading LLC3,808$217K0.02%13F-HRTimeline
IRON Financial LLC3,775$215K0.1%+4313F-HRTimeline
Wilmington Savings Fund Society, FSB3,697$211K<0.01%013F-HRTimeline
Aznar Financial Advisors, LLC3,599$205K0.2%13F-HRTimeline
Roundview Capital LLC3,597$205K0.01%013F-HRTimeline
Olde Wealth Management, LLC3,585$204K0.06%new13F-HRTimeline
Merit Financial Group, LLC3,580$204K<0.01%-1,19713F-HRTimeline
Advisory Alpha, LLC3,565$203K0.01%-45213F-HRTimeline
Andrews Advisory Associates, LLC3,536$201K0.11%13F-HRTimeline
Westfuller Advisors, LLC3,506$200K0.08%new13F-HRTimeline
Global Retirement Partners, LLC3,330$190K<0.01%+1,27813F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…3,300$188K0.09%-4,20013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,963$169K0.01%-89813F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,843$162K0.03%-14613F-HRTimeline
AlphaCore Capital LLC2,755$157K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,754$157K<0.01%-22913F-HRTimelineGroup
MAI Capital Management2,565$146K<0.01%+66913F-HRTimeline
SageView Advisory Group, LLC2,447$139K<0.01%new13F-HRTimeline
Navalign, LLC2,411$137K0.03%new13F-HRTimeline
Biltmore Family Office, LLC2,306$131K0.02%013F-HRTimeline
Asset Dedication, LLC2,274$130K0.01%013F-HRTimeline
Bangor Savings Bank2,220$126K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,069$118K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,828$104K0.04%-4913F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,550$88.3K0.01%-9913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,472$83.8K<0.01%+10613F-HRTimeline
IFP Advisors, Inc1,425$81.2K<0.01%+91513F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,389$79K<0.01%+71513F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC1,372$78.1K0.01%+1713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,361$77.5K<0.01%+6613F-HRTimelineGroup
Financial Perspectives, Inc1,315$74.9K0.02%new13F-HRTimeline
Copia Wealth Management1,247$71K0.05%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,238$70.5K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,235$70.3K<0.01%+43213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,164$66K<0.01%+90413F-HR/ATimelineGroup
Pinnacle Wealth Planning Services, Inc.1,024$58.3K0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…940$53.5K0.04%-10213F-HR/ATimeline
Fairscale Capital, LLC906$51.6K0.03%013F-HRTimeline
UMB Bank, n.a.900$51.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PENSION & WEALTH MANAGEMENT ADVISORS, I…900$51.3K0.02%013F-HRTimeline
CX Institutional831$47K<0.01%+22313F-HRTimeline
SHP Wealth Management815$46.4K<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.726$41.4K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO709$40.4K<0.01%new13F-HRTimelineGroup
Archer Investment Corp692$39.4K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…661$37.7K0.03%13F-HRTimeline
CWM, LLCin group CWM, LLC654$37K<0.01%+6313F-HRTimelineGroup
SIGNATUREFD, LLC641$36.5K<0.01%+37813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/600$34.2K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA593$33.8K<0.01%013F-HRTimeline
Covenant Partners, LLC592$33.7K0.01%+3313F-HRTimeline
Root Financial Partners, LLC548$31.2K<0.01%+5713F-HRTimeline
Smithfield Trust Co521$30K<0.01%013F-HRTimeline
Financial Freedom, LLC525$29.9K0.01%+613F-HRTimeline
WealthShield Partners, LLC506$28.8K<0.01%new13F-HRTimeline
Robinswood Financial LLC505$28.8K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.426$24.3K<0.01%-39413F-HRTimeline
Steward Partners Investment Advisory, L…404$23K<0.01%013F-HRTimeline
Essential Partners LLC367$20.9K0.01%-15413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…364$20.7K<0.01%013F-HRTimelineGroup
Miller Capital Partners, Inc.350$19.9K0.01%13F-HRTimeline
Hilton Head Capital Partners, LLC347$19.8K0.01%13F-HRTimeline
Investors Research Corp331$18.9K<0.01%013F-HRTimeline
Dunhill Financial, LLC314$17.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…305$17.4K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…292$16.6K<0.01%+13413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC290$16.5K<0.01%-513F-HRTimelineGroup
Larson Financial Group LLC261$14.9K<0.01%+19513F-HRTimeline
Wealth Enhancement Trust Services, Inc.260$14.8K<0.01%13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding234$13.3K-149Timeline
HANTZ FINANCIAL SERVICES, INC.231$13K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Bridge, LLC218$12.4K0.01%-6113F-HRTimeline
North Star Investment Management Corp.216$12.3K<0.01%+313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.165$9.4K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.135$7.69K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.120$6.83K0.01%13F-HRTimeline
LANARK FINANCIAL, INC.100$5.7K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$5.7K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC97$5.54K<0.01%+113F-HRTimeline
Strive Financial Group ,LLC93$5.3K<0.01%13F-HR/ATimeline
Breakwater Investment Management80$4.56K<0.01%013F-HRTimeline
Realta Investment Advisors75$4.27K<0.01%+4713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …62$3.53K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC58$3.31K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.49$2.79K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc48$2.73K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…39$2.22K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.37$2.11K<0.01%013F-HRTimeline
Greenline Wealth Management LLC26$1.48K<0.01%13F-HRTimeline
Sound Income Strategies, LLC21$1.25K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC16$911<0.01%new13F-HRTimeline
Creative Capital Management Investments…16$911<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8$456<0.01%013F-HRTimeline
Qube Research & Technologies Ltd7$399<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.4$236<0.01%-7113F-HRTimeline
Key Financial Inc2$114<0.01%013F-HRTimeline
Paladin Advisory Group, LLC2$114<0.01%013F-HRTimeline
Hughes Financial Services, LLC2$114<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.