Who owns iShares Core U.S. REIT ETF (USRT)
Which tracked institutional funds hold USRT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USRT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on USRT is one-sided between 2026-Q1 and 2026-Q2: 148 added or opened and 35 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
USRT’s largest tracked holder by dollar value, PRICE T ROWE ASSOCIATES INC /MD/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.3pp gap the other way — the median holder sizes USRT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in USRT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 426 tracked filers holding USRT, 235 increased or opened the position and 172 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in USRT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 22
- PRICE T ROWE ASSOCIATES INC /MD/$319M
- SMI Advisory Services, LLC$25M
- HighPoint Advisor Group LLC$17M
- MOLLER WEALTH PARTNERS$14M
- Gimbal Financial$10M
- CANANDAIGUA NATIONAL BANK & TRUST CO$8M
Full exits 21
- HighTower Advisors, LLC$33M
- Thrivent Financial for Lutherans$22M
- Pacific Life Fund Advisors LLC$13M
- AXS Investments LLC$4M
- Fund Evaluation Group, LLC$4M
- Cambridge Investment Research Advisors, Inc.$4M
Largest adds
- BlackRock, Inc.$135M
- BANK OF AMERICA CORP /DE/$112M
- LPL Financial LLC$72M
- Fi3 FINANCIAL ADVISORS, LLC$45M
- Blueprint Investment Partners LLC$30M
- NEUBERGER BERMAN GROUP LLC$24M
Largest trims
- TWO SIGMA INVESTMENTS, LP$38M
- Rakuten Investment Management, Inc.$30M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5M
- AMERIPRISE FINANCIAL INC$2M
- CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC$2M
- PHILLIPS FINANCIAL MANAGEMENT, LLC$954K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ new | 4,802,136 | $319M | 10.7% | 2026-Q2 |
| BlackRock, Inc. added | 4,607,024 | $306M | 10.3% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 2,795,189 | $186M | 6.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,214,451 | $147M | 4.9% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 1,938,379 | $129M | 4.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,919,207 | $128M | 4.3% | 2026-Q2 |
| LPL Financial LLC added | 1,757,195 | $117M | 3.9% | 2026-Q2 |
| Trust Co of Tennessee trimmed | 1,195,061 | $79M | 2.7% | 2026-Q2 |
| Savant Capital, LLC trimmed | 950,667 | $63M | 2.1% | 2026-Q2 |
| Cerity Partners LLC added | 940,273 | $62M | 2.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 852,214 | $57M | 1.9% | 2026-Q2 |
| Rakuten Investment Management, Inc. trimmed | 841,781 | $57M | 1.9% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 841,122 | $56M | 1.9% | 2026-Q2 |
| Disciplina Capital Management LLC trimmed | 782,526 | $52M | 1.7% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 776,678 | $52M | 1.7% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 773,229 | $51M | 1.7% | 2026-Q2 |
| Blueprint Investment Partners LLC added | 646,149 | $43M | 1.4% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 630,453 | $42M | 1.4% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 592,431 | $39M | 1.3% | 2026-Q2 |
| Rodgers & Associates, LTD added | 401,892 | $27M | 0.9% | 2026-Q2 |
| Charles Schwab Trust Co trimmed | 392,426 | $26M | 0.9% | 2026-Q2 |
| SMI Advisory Services, LLC added | 377,626 | $25M | 0.8% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 376,313 | $25M | 0.8% | 2026-Q2 |
| Blueprint Financial Advisors LLC added | 359,790 | $24M | 0.8% | 2026-Q2 |
| CHOREO, LLC trimmed | 356,874 | $24M | 0.8% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 356,379 | $24M | 0.8% | 2026-Q2 |
| SUMITOMO LIFE INSURANCE CO added | 355,500 | $24M | 0.8% | 2026-Q2 |
| 93 Financial Group, LLC trimmed | 351,878 | $23M | 0.8% | 2026-Q2 |
| Financial & Tax Architects, LLC added | 338,845 | $23M | 0.8% | 2026-Q2 |
| S. R. Schill & Associates added | 326,591 | $22M | 0.7% | 2026-Q2 |
| Fi3 FINANCIAL ADVISORS, LLC added | 311,720 | $46M | 1.5% | 2026-Q2 |
| FIDUCIENT ADVISORS LLC added | 306,909 | $20M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 299,168 | $20M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 292,646 | $19M | 0.7% | 2026-Q2 |
| Stadion Money Management, LLC trimmed | 279,251 | $19M | 0.6% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 278,505 | $19M | 0.6% | 2026-Q2 |
| MPS Loria Financial Planners, LLC added | 275,472 | $18M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 273,818 | $18M | 0.6% | 2026-Q2 |
| Rockbridge Investment Management, LCC trimmed | 272,169 | $18M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 269,733 | $18M | 0.6% | 2026-Q2 |
| PGIM Custom Harvest LLC trimmed | 259,281 | $17M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 257,149 | $17M | 0.6% | 2026-Q2 |
| Lido Advisors, LLC added | 252,533 | $17M | 0.6% | 2026-Q2 |
| TECTONIC ADVISORS LLC added | 252,344 | $17M | 0.6% | 2026-Q2 |
| HighPoint Advisor Group LLC new | 249,669 | $17M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 243,424 | $16M | 0.5% | 2026-Q2 |
| Biltmore Wealth Management, LLC added | 226,548 | $15M | 0.5% | 2026-Q2 |
| Cannon Financial Strategists, Inc. added | 212,247 | $14M | 0.5% | 2026-Q2 |
| MOLLER WEALTH PARTNERS new | 206,928 | $14M | 0.5% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 200,743 | $13M | 0.4% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC added | 194,590 | $13M | 0.4% | 2026-Q2 |
| Glenview Trust Co trimmed | 192,115 | $13M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 175,537 | $12M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 173,302 | $12M | 0.4% | 2026-Q2 |
| Freedom Day Solutions, LLC added | 172,982 | $11M | 0.4% | 2026-Q2 |
| Smartleaf Asset Management LLC | 171,701 | $12M | 0.4% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 170,628 | $11M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 164,291 | $11M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 162,212 | $11M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 161,724 | $11M | 0.4% | 2026-Q2 |
| Cornerstone Management, Inc. trimmed | 156,555 | $10M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 155,021 | $10M | 0.3% | 2026-Q2 |
| Gimbal Financial new | 153,565 | $10M | 0.3% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 137,999 | $9M | 0.3% | 2026-Q2 |
| ERn Financial, LLC added | 132,502 | $9M | 0.3% | 2026-Q2 |
| MOODY NATIONAL BANK TRUST DIVISION trimmed | 124,877 | $8M | 0.3% | 2026-Q2 |
| TPG Financial Advisors, LLC added | 123,227 | $8M | 0.3% | 2026-Q2 |
| Spartan Planning & Wealth Management added | 120,727 | $8M | 0.3% | 2026-Q2 |
| Rialto Wealth Management, LLC added | 116,234 | $8M | 0.3% | 2026-Q2 |
| CANANDAIGUA NATIONAL BANK & TRUST CO new | 115,955 | $8M | 0.3% | 2026-Q2 |
| Financial Solutions Advisory Group, Inc. trimmed | 115,157 | $8M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 110,801 | $7M | 0.2% | 2026-Q2 |
| Legacy Financial Group LLC trimmed | 109,467 | $7M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 108,528 | $7M | 0.2% | 2026-Q2 |
| Peak Financial Management, Inc. added | 104,740 | $7M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 101,325 | $7M | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 98,502 | $7M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 94,706 | $6M | 0.2% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 94,508 | $6M | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC added | 88,426 | $6M | 0.2% | 2026-Q2 |
| Topel & Distasi Wealth Management, LLC trimmed | 78,423 | $5M | 0.2% | 2026-Q2 |
| Prosperity Planning, Inc. added | 77,786 | $5M | 0.2% | 2026-Q2 |
| Envision Financial LLC added | 76,982 | $5M | 0.2% | 2026-Q2 |
| COMMERCE BANK added | 75,696 | $5M | 0.2% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 71,829 | $5M | 0.2% | 2026-Q2 |
| RETIREMITTEN FINANCIAL LLC added | 71,672 | $5M | 0.2% | 2026-Q2 |
| Naviter Wealth, LLC added | 70,349 | $5M | 0.2% | 2026-Q2 |
| Windsor Capital Management, LLC added | 67,817 | $5M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 67,800 | $5M | 0.2% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 66,953 | $4M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 64,160 | $4M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 63,069 | $4M | 0.1% | 2026-Q2 |
| Millington Financial Advisors, LLC added | 62,738 | $4M | 0.1% | 2026-Q2 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN new | 62,393 | $4M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 61,568 | $4M | 0.1% | 2026-Q2 |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC trimmed | 59,495 | $4M | 0.1% | 2026-Q2 |
| Financial Management, Inc. added | 58,046 | $4M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 57,296 | $4M | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 54,487 | $4M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 54,301 | $4M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.