ISHARES CORE US REIT ETF (USRT) Institutional Ownership Changes & 13F Activity

ISHARES CORE US REIT ETF (USRT) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy264,080$241,500
Q4 2025Renaissance Technologies LLCSell-8,20110,799$615,111
Q4 2025Sequoia Financial AdvisorsSell-114,054$230,935
Q3 2025Sequoia Financial AdvisorsBuy154,065$238,684
Q2 2025Sequoia Financial AdvisorsSell-8004,050$229,084
Q1 2025Renaissance Technologies LLCBuy1,60019,000$1,094,400
Q1 2025Sequoia Financial AdvisorsSell-404,850$279,356
Q4 2024Sequoia Financial AdvisorsBuy5154,890$280,248
Q4 2024Renaissance Technologies LLCBuy10017,400$997,194
Q3 2024Sequoia Financial AdvisorsSell-964,375$269,383
Q2 2024Sequoia Financial AdvisorsSell-84,471$239,488
Q1 2024Sequoia Financial AdvisorsSell-11,6334,479$240,986
Q1 2024Renaissance Technologies LLCBuy7,70017,300$931
Q4 2023Sequoia Financial AdvisorsBuy12,11316,112$874,736
Q4 2023Renaissance Technologies LLCBuy2009,600$521
Q2 2023Sequoia Financial AdvisorsSell-453,999$205,577
Q3 2022Renaissance Technologies LLCSell-11,8009,400$447
Q2 2022Sequoia Financial AdvisorsSell-4394,044$216
Q1 2022Sequoia Financial AdvisorsSell-1,8924,483$290
Q4 2021Renaissance Technologies LLCBuy6,60021,200$1,433
Q4 2021Sequoia Financial AdvisorsSell-1,6246,375$431
Q3 2021Renaissance Technologies LLCBuy7,50014,600$856
Q2 2021Sequoia Financial AdvisorsBuy27,999$467
Q1 2021Sequoia Financial AdvisorsSell-137,997$419
Q4 2020Sequoia Financial AdvisorsBuy158,010$388
Q3 2020Sequoia Financial AdvisorsBuy7,9957,995$350
Q2 2020Sequoia Financial AdvisorsSell-8,6630$350
Q1 2020Sequoia Financial AdvisorsSell-2,5698,663$339
Q4 2019Sequoia Financial AdvisorsBuy17911,232$613
Q3 2019Sequoia Financial AdvisorsSell-5,41611,053$614

Frequently asked questions about USRT activity

  • Which institutional owners are buying USRT?

    Institutional owners buying USRT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in USRT activity?

    "Buy" means an investor increased their reported position in USRT compared to the prior reporting period. This reflects growing exposure to ISHARES CORE US REIT ETF (USRT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in USRT increasing?

    Institutional interest in USRT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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