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 Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Price T Rowe Associates Inc, Bank Of America Corp, Two Sigma Investments, Lp, Thrivent Financial For Lutherans, and Fi3 Financial Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+13,402+258.2%18,593$1.24MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+24+0.2%11,131$739.67KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcBuy+3,2233,223$214.17KQ2 2026Sep 03, 2026
Corient Private Wealth LlcSell-26,200-4.2%592,394$39.36MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+195+5.0%4,094$272.06KQ2 2026Aug 26, 2026
Forefront Wealth Partners, LlcBuy+14,039+107.0%27,155$1.80MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-1,044-4.2%23,768$1.58MQ2 2026Aug 19, 2026
Goodwin Investment AdvisorySell-1-0.0%3,921$260.60KQ2 2026Aug 19, 2026
Rakuten Investment Management, Inc.Buy+99,910+13.5%841,781$56.87MQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+25,50725,507$1.69MQ2 2026Aug 18, 2026
Glenview Trust CoSell-1,620-0.8%192,115$12.77MQ2 2026Aug 18, 2026
Integrated Investment Consultants, LlcBuy+15,96915,969$1.06MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+5,593+30.7%23,826$1.58MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+331+0.1%278,505$18.51MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+253+0.7%38,419$2.55MQ2 2026Aug 17, 2026
Caitlin John, LlcBuy+139139$9.24KQ2 2026Aug 17, 2026
Price T Rowe Associates IncBuy+4,802,1364,802,136$319.10MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+1,622,733+274.2%2,214,451$147.15MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-646,000-90.5%67,800$4.51MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-302,178-82.0%66,290$4.41MQ2 2026Aug 14, 2026
Fi3 Financial Advisors, LlcBuy+298,624+2280.3%311,720$46.23MQ2 2026Aug 14, 2026
Blueprint Financial Advisors LlcBuy+231,640+180.8%359,790$23.91MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+161,724161,724$10.75MQ2 2026Aug 14, 2026
Nissay Asset Management Corp /JapanBuy+62,39362,393$4.15MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+49,620+1060.0%54,301$3.61MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+43,256+21.6%243,424$16.18MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+38,692+15.2%292,646$19.45MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+28,59928,599$1.90MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+24,586+2.7%940,273$62.48MQ2 2026Aug 14, 2026
Strategic Financial Planning, Inc.Buy+15,82915,829$1.05MQ2 2026Aug 14, 2026
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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.