Who Owns USRT?
iShares Core U.S. REIT ETF — Institutional Ownership & 13F Holdings
$63.51
-0.17 (-0.27%)
Market Cap
$3.6B
Shares Outstanding
53,523,607
Institutional Holders
369
Total Inst. Value
$1.7B
% of Float Held
—
QoQ Holder Change
+165
Institutional data as of Q1 2025
New Positions
118
Closed Positions
37
Increased
100
Decreased
98
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BlackRock, Inc. | $225.1M | 3,907,823 |
| 2 | US BANCORP \DE\ | $168.0M | 2,916,203 |
| 3 | GLENMEDE TRUST CO NA | $90.6M | 1,573,608 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $88.3M | 1,533,330 |
| 5 | Trust Co of TennesseeNew | $57.2M | 992,320 |
| 6 | MORGAN STANLEY | $54.9M | 952,568 |
| 7 | Johns Hopkins UniversityNew | $50.0M | 868,007 |
| 8 | Heritage Financial Services, LLC | $41.9M | 727,932 |
| 9 | Apollon Wealth Management, LLC | $33.3M | 578,548 |
| 10 | CHOREO, LLC | $31.8M | 552,523 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BlackRock, Inc. | +84K | $225.1M |
| US BANCORP \DE\ | +141K | $168.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +214K | $88.3M |
| Trust Co of TennesseeNew | +992K | $57.2M |
| MORGAN STANLEY | +33K | $54.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -555K | $24.8M |
| Prime Capital Investment Advisors, LLC | -360K | $983K |
| LPL Financial LLC | -236K | $31K |
| RAYMOND JAMES FINANCIAL INC | -105K | $3.9M |
| OSAIC HOLDINGS, INC. | -95K | $15.1M |
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Frequently Asked Questions
How many institutional investors hold USRT?
As of Q1 2025, 369 institutional investors report holding USRT (iShares Core U.S. REIT ETF) in their 13F filings.
Which hedge fund owns the most USRT?
The largest institutional holder of USRT is BlackRock, Inc. with $225.1M in shares.
Are institutions buying or selling USRT?
This quarter, 118 institutions opened new positions in USRT and 37 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.