Effectdossier · gearchiveerd kwartaal
USRT
iShares Core U.S. REIT ETF · Financial Services · Asset Management
59Gevolgde houders
+2Δ houders
26.42MGehouden aandelen
$1.76BGerapporteerde waarde
+5Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.5% ·
aandelenstroom +30.0% ·
netto nieuwe posities +1.7%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 59 | +2 | 26.42M | $1.76B | +5 | −4 |
| Q1 2026 | 59 | -4 | 20.33M | $1.20B | — | −4 |
| Q4 2025 | 63 | +3 | 21.91M | $1.25B | +4 | −1 |
| Q3 2025 | 8 | -2 | 5.97M | $350.34M | — | −2 |
| Q2 2025 | 7 | 0 | 4.27M | $241.27M | +2 | −2 |
| Q1 2025 | 5 | +1 | 178.08K | $10.26M | +2 | −1 |
| Q4 2024 | 4 | +1 | 124.33K | $7.13M | +2 | −1 |
| Q3 2024 | 2 | 0 | 7.08K | $435,676 | +1 | −1 |
| Q2 2024 | 2 | — | 54.20K | $2.90M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 4.80M | Nieuw | $319.10M | 0.0% | New | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 4.61M | +0.5% | $306.14M | 0.0% | ▲ Add | 5 | SEC ↗ ×7 |
| 3 | Us Bancorp \De\ | 2.80M | 0.0% | $185.74M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 2.21M | +274.2% | $147.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | Northwestern Mutual Wealth… | 1.92M | +5.5% | $127.53M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 1.76M | +133.3% | $116.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cerity Partners LLC | 940.27K | +2.7% | $62.48M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Rakuten Investment Management, Inc. | 841.78K | -43.3% | $56.87M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 852.21K | -10.6% | $56.63M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 10 | Fifth Third Bancorp | 776.68K | -0.1% | $51.61M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Corient Private Wealth LP | 592.43K | -4.2% | $39.37M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Neuberger Berman Group LLC | 376.31K | +1771.7% | $25.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Wealth Enhancement Advisory… | 299.17K | -28.8% | $19.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 292.65K | +15.2% | $19.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Captrust Financial Advisors | 273.82K | +0.1% | $18.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 269.73K | -4.3% | $17.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Cetera Investment Advisers | 257.15K | +36.0% | $17.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Lido Advisors, LLC | 252.53K | +3.6% | $16.78M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Goldman Sachs Group ✦ | 243.42K | +21.6% | $16.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Creative Planning | 175.54K | -0.7% | $11.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Royal Bank Of Canada | 173.30K | -4.6% | $11.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 22 | JPMorgan Chase ✦ | 162.21K | -3.2% | $10.96M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 23 | Focus Partners Wealth | 164.29K | +86.8% | $10.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 161.72K | -27.3% | $10.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Envestnet Asset Management Inc | 155.02K | -10.3% | $10.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 110.80K | +0.8% | $7.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mariner, LLC | 108.53K | -4.4% | $7.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 101.33K | +35.5% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 94.71K | +11.3% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 67.80K | -90.5% | $4.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 64.16K | -17.8% | $4.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Raymond James Financial Inc | 61.57K | -2.5% | $4.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | D. E. Shaw & Co. ✦ | 54.30K | +1060.0% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 46.36K | +13.7% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Renaissance Technologies ✦ | 46.22K | Nieuw | $3.07M | 0.0% | New | 1 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 36.56K | +130.2% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Susquehanna International Group, Llp | 34.00K | -23.9% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Zurcher Kantonalbank (Zurich… | 31.79K | 0.0% | $2.15M | 0.0% | Held | 3 | SEC ↗ |
| 39 | State Street Global Advisors ✦ (passief) | 30.50K | +50.2% | $2.03M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 29.02K | +0.1% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 23.77K | -4.2% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Quantinno Capital Management LP | 20.02K | -10.2% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 15.43K | +6.2% | $1.03M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 44 | Fidelity (FMR) ✦ | 14.41K | +6.1% | $957,600 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 45 | Stifel Financial Corp | 13.45K | -0.2% | $893,353 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 46 | Brown Advisory Inc | 13.02K | 0.0% | $865,113 | 0.0% | Held | 3 | SEC ↗ |
| 47 | 1832 Asset Management L.P. | 11.02K | +6.8% | $732,013 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Point72 Asset Management ✦ | 10.73K | Nieuw | $713,009 | 0.0% | New | 1 | SEC ↗ |
| 49 | Truist Financial Corp | 5.96K | -23.0% | $395,976 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Daiwa Securities Group Inc. | 5.12K | +131.4% | $339,892 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 3.31K | +58.1% | $220,088 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | CIBC Bancorp USA Inc. | 3.20K | Nieuw | $212,507 | 0.0% | New | 1 | SEC ↗ ×2 |
| 53 | Qube Research & Technologies Ltd | 2.99K | Nieuw | $198,486 | 0.0% | New | 1 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 1.68K | +1040.8% | $111,461 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 1.47K | +129.9% | $97,615 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 56 | UBS AM, a distinct business unit of… | 484 | -20.7% | $32,162 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Citigroup Inc | 415 | +41400.0% | $27,577 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Assetmark, Inc | 306 | +9.3% | $20,334 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Allspring Global Investments… | 62 | 0.0% | $4,160 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| T. Rowe Price | $319.10M | 0.0% |
| Renaissance Technologies | $3.07M | 0.0% |
| Point72 Asset Management | $713,009 | 0.0% |
| CIBC Bancorp USA Inc. | $212,507 | 0.0% |
| Qube Research & Technologies… | $198,486 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $33.08M | was 0.0% |
| National Bank Of Canada /Fi/ | $1.35M | was 0.0% |
| Citadel Advisors | $777,224 | was 0.0% |
| Bnp Paribas Financial Markets | $592 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 397 houders, 39.86M aandelen, $2.31B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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