Coastal Bridge Advisors’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
Other funds holding USRT
GT
TCOT
SC
Coastal Bridge Advisors's USRT Position: Q2 2026 in Review
Coastal Bridge Advisors increased its iShares Core US REIT ETF (USRT) stake by 31% in Q2 2026, buying an estimated $360K and bringing the position to 23,826 shares worth $1.58M. The position accounts for 0.1% of the portfolio, ranked #187.
Coastal Bridge Advisors first reported a position in USRT in Q3 2024 and has held it in 8 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.
- Coastal Bridge Advisors held 23,826 shares of iShares Core US REIT ETF worth $1.58M as of Q2 2026.
- Coastal Bridge Advisors bought 5,593 iShares Core US REIT ETF shares in Q2 2026, an estimated $360K.
- iShares Core US REIT ETF made up 0.1% of Coastal Bridge Advisors's portfolio in Q2 2026, its #187 holding.
- Coastal Bridge Advisors first reported a position in iShares Core US REIT ETF in Q3 2024 and has held it in 8 quarters since.
- 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.