USRT — ISHARES CORE US REIT ETF
As of Q2 2026, 16 SEC-registered investment managers reported holding USRT (ISHARES CORE US REIT ETF) in their latest 13F filings, with a combined reported value of $573.69M across 13.43M shares. That is +80.2% by share count (+5.98M shares) versus the previous quarter, while reported value moved +30.1%. Ownership is concentrated: the five largest holders account for 94.8% of reported value and the top ten for 99.4%.
Compared with the prior quarter, 4 opened new positions, 7 added to existing stakes, 4 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 4.61M | $306.14M | 0.01% | Hold |
| Bank of America Corp history | Q2 2026 | 2.21M | $147.15M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2024 | 2.55M | $136.84M | 0.03% | Add |
| Morgan Stanley history | Q2 2026 | 852.21K | $56.63M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 269.73K | $17.92M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 243.42K | $16.18M | 0.00% | Add |
| Prudential Financial history | Q3 2024 | 210.51K | $12.96M | 0.02% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 162.21K | $10.96M | 0.00% | New |
| Two Sigma Investments history | Q2 2026 | 67.80K | $4.51M | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 64.16K | $4.26M | 0.00% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 54.30K | $3.61M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 46.22K | $3.07M | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 15.43K | $1.03M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 14.41K | $957.60K | 0.00% | Add |
| Fidelity International (FIL) history | Q1 2024 | 16.53K | $889.10K | 0.00% | Reduce |
| Citadel Advisors history | Q1 2026 | 13.13K | $777.22K | 0.00% | Add |
| Point72 Asset Management history | Q2 2026 | 10.73K | $713.01K | 0.00% | New |
| Marshall Wace history | Q2 2022 | 9.10K | $486.00K | 0.00% | New |
| Millennium Management history | Q3 2025 | 8.15K | $478.57K | 0.00% | Reduce |
| Northern Trust Corp history | Q4 2025 | 5.98K | $340.85K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 162.21K sh · $10.96M
- Renaissance Technologies 46.22K sh · $3.07M
- Point72 Asset Management 10.73K sh · $713.01K
- T. Rowe Price Associates 4.80M sh · $319.10K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 13.13K sh · $777.22K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 2.37M | 3.82M | 3.91M | 4.18M | 4.42M | 4.67M | 4.58M | 4.61M |
| Bank of America Corp | 164.30K | 379.15K | 184.68K | 343.91K | 342.00K | 948.07K | 187.18K | 97.39K | 250.67K | 674.91K | 124.13K | 235.61K | 204.12K | 984.46K | 429.74K | 279.74K | 281.44K | 1.43M | 591.72K | 2.21M |
| Morgan Stanley | 415.94K | 494.24K | 506.67K | 637.35K | 655.12K | 612.92K | 607.61K | 645.96K | 684.60K | 732.68K | 843.37K | 859.54K | 891.14K | 919.50K | 952.57K | 1.07M | 1.03M | 2.16M | 953.25K | 852.21K |
| UBS Group AG | 58.11K | 111.35K | 134.09K | 129.45K | 131.48K | 257.51K | 158.46K | 168.16K | 260.84K | 280.80K | 281.99K | 297.08K | 289.58K | 359.72K | 365.18K | 462.46K | 435.49K | 300.99K | 281.99K | 269.73K |
| Goldman Sachs Group | 63.84K | 67.10K | 108.95K | 124.61K | 73.76K | 61.16K | 63.41K | 53.17K | 84.17K | 140.34K | 74.15K | 42.21K | 49.53K | 42.75K | 42.84K | 60.94K | 52.04K | 63.61K | 200.17K | 243.42K |
| JPMorgan Chase & Co | 2.25K | 2.97K | 4.85K | 4.94K | 3.23K | 40.42K | 22.72K | 33.54K | 38.77K | 256.86K | 306.53K | 296.31K | 299.37K | 312.36K | 221.36K | 208.05K | 203.86K | 137.47K | — | 162.21K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 624.70K | 713.80K | 67.80K |
| Wells Fargo & Co | 80.64K | 97.43K | 108.90K | 85.93K | 84.09K | 85.39K | 80.25K | 81.18K | 112.55K | 70.33K | 56.12K | 57.02K | 62.14K | 67.47K | 81.62K | 78.86K | 68.31K | 76.34K | 78.08K | 64.16K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | 12.44K | 30.47K | — | — | 4.56K | 3.79K | — | 15.51K | 4.68K | 54.30K |
| Renaissance Technologies | 14.60K | 21.20K | — | — | 9.40K | — | — | — | — | 9.60K | 17.30K | — | — | 17.40K | 19.00K | — | — | 10.80K | — | 46.22K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | 4.54K | — | 3.42K | — | 3.82K | 5.56K | 6.29K | 15.77K | 14.53K | 15.43K |
| Fidelity Management & Research (FMR) | 3.43K | 4.72K | 5.14K | 6.43K | 7.52K | 1.36K | 1.22K | 818 | 5.32K | 880 | 2.77K | 1.58K | 5.55K | 4.70K | 7.70K | 6.69K | 7.39K | 8.20K | 13.59K | 14.41K |
| Point72 Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.73K |
| T. Rowe Price Associates | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.80M |
| PNC Financial Services | 605.61K | 638.57K | 645.86K | 579.53K | 574.84K | 588.98K | 566.16K | 318.15K | 321.85K | 3.45K | 2.25K | 1.51K | 1.44K | 1.44K | 1.41K | 1.29K | 1.29K | 1.36K | 2.10K | 3.31K |
| Citigroup Inc | 49 | 63 | 35 | 49 | 70 | 74.01K | 12.56K | 135 | 506 | 117 | — | 25 | 1.49K | 42 | — | — | 803 | 1.24K | 1 | 415 |
| Citadel Advisors | 3.76K | — | 8.08K | 8.41K | 5.42K | — | 32.20K | 11.20K | 29.90K | 11.40K | 14.71K | 25.24K | 5.16K | 72.25K | 113.20K | — | — | 8.32K | 13.13K | — |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 3.97K | — | 50.79K | 8.15K | — | — | — |
| Northern Trust Corp | — | 4.79K | — | 26.50K | 26.87K | 42.02K | 20.42K | 20.80K | 20.05K | 4.63K | — | — | — | — | — | — | — | 5.98K | — | — |
| Fidelity International (FIL) | — | — | — | — | — | — | — | — | — | 133.52K | 16.53K | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details