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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +13,402 | +258.2% | 18,593 | $1.24M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +24 | +0.2% | 11,131 | $739.67K | Q2 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Buy | +3,223 | — | 3,223 | $214.17K | Q2 2026 | Sep 03, 2026 |
| Corient Private Wealth Llc | Sell | -26,200 | -4.2% | 592,394 | $39.36M | Q2 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Buy | +195 | +5.0% | 4,094 | $272.06K | Q2 2026 | Aug 26, 2026 |
| Forefront Wealth Partners, Llc | Buy | +14,039 | +107.0% | 27,155 | $1.80M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -1,044 | -4.2% | 23,768 | $1.58M | Q2 2026 | Aug 19, 2026 |
| Goodwin Investment Advisory | Sell | -1 | -0.0% | 3,921 | $260.60K | Q2 2026 | Aug 19, 2026 |
| Rakuten Investment Management, Inc. | Buy | +99,910 | +13.5% | 841,781 | $56.87M | Q2 2026 | Aug 18, 2026 |
| 49 Wealth Management, Llc | Buy | +25,507 | — | 25,507 | $1.69M | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -1,620 | -0.8% | 192,115 | $12.77M | Q2 2026 | Aug 18, 2026 |
| Integrated Investment Consultants, Llc | Buy | +15,969 | — | 15,969 | $1.06M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +5,593 | +30.7% | 23,826 | $1.58M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +331 | +0.1% | 278,505 | $18.51M | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Buy | +253 | +0.7% | 38,419 | $2.55M | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Buy | +139 | — | 139 | $9.24K | Q2 2026 | Aug 17, 2026 |
| Price T Rowe Associates Inc | Buy | +4,802,136 | — | 4,802,136 | $319.10M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +1,622,733 | +274.2% | 2,214,451 | $147.15M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -646,000 | -90.5% | 67,800 | $4.51M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -302,178 | -82.0% | 66,290 | $4.41M | Q2 2026 | Aug 14, 2026 |
| Fi3 Financial Advisors, Llc | Buy | +298,624 | +2280.3% | 311,720 | $46.23M | Q2 2026 | Aug 14, 2026 |
| Blueprint Financial Advisors Llc | Buy | +231,640 | +180.8% | 359,790 | $23.91M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +161,724 | — | 161,724 | $10.75M | Q2 2026 | Aug 14, 2026 |
| Nissay Asset Management Corp /Japan | Buy | +62,393 | — | 62,393 | $4.15M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +49,620 | +1060.0% | 54,301 | $3.61M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +43,256 | +21.6% | 243,424 | $16.18M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +38,692 | +15.2% | 292,646 | $19.45M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +28,599 | — | 28,599 | $1.90M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +24,586 | +2.7% | 940,273 | $62.48M | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Planning, Inc. | Buy | +15,829 | — | 15,829 | $1.05M | Q2 2026 | Aug 14, 2026 |
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.