HHGA
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Halbert Hargrove Global Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$705K Sell
11,916
-37
-0.3% -$2.22K 0.03% 54
2025
Q4 		$681K Sell
11,953
-2,198
-16% -$127K 0.03% 55
2025
Q3 		$831K Sell
14,151
-528
-4% -$30.3K 0.04% 51
2025
Q2 		$830K Sell
14,679
-5,063
-26% -$284K 0.04% 47
2025
Q1 		$1.14M Sell
19,742
-531
-3% -$30.8K 0.06% 42
2024
Q4 		$1.16M Sell
20,273
-3,151
-13% -$190K 0.06% 43
2024
Q3 		$1.44M Sell
23,424
-47
-0.2% -$2.74K 0.08% 36
2024
Q2 		$1.26M Sell
23,471
-184,976
-89% -$9.6M 0.07% 41
2024
Q1 		$11.2M Sell
208,447
-19,368
-9% -$1.03M 0.73% 17
2023
Q4 		$12.4M Sell
227,815
-4,795
-2% -$235K 0.85% 17
2023
Q3 		$11M Buy
232,610
+2,247
+1% +$115K 0.82% 16
2023
Q2 		$11.8M Sell
230,363
-4,789
-2% -$240K 0.86% 16
2023
Q1 		$11.9M Sell
235,152
-31,324
-12% -$1.62M 0.8% 18
2022
Q4 		$13.2M Sell
266,476
-21,619
-8% -$1.07M 0.94% 16
2022
Q3 		$13.7M Buy
288,095
+2,226
+0.8% +$123K 1.06% 16
2022
Q2 		$15.3M Sell
285,869
-8,381
-3% -$493K 1.13% 15
2022
Q1 		$19M Buy
294,250
+8,783
+3% +$552K 1.26% 16
2021
Q4 		$19.3M Buy
285,467
+13,787
+5% +$877K 1.23% 15
2021
Q3 		$15.9M Sell
271,680
-5,799
-2% -$353K 1.11% 13
2021
Q2 		$16.2M Sell
277,479
-8,032
-3% -$456K 1.06% 14
2021
Q1 		$15M Buy
285,511
+23,094
+9% +$1.16M 1.08% 13
2020
Q4 		$12.7M Buy
262,417
+46,779
+22% +$2.18M 0.96% 16
2020
Q3 		$9.43M Buy
215,638
+26,587
+14% +$1.19M 0.91% 14
2020
Q2 		$8.22M Buy
189,051
+80,762
+75% +$3.39M 1.21% 13
2020
Q1 		$4.24M Buy
108,289
+104,164
+2,525% +$5.32M 0.74% 15
2019
Q4 		$225K Buy
+4,125
New +$227K 0.06% 73
2019
Q1 		– Sell
-55,375
Closed -$2.48M – 80
2018
Q4 		$2.48M Buy
55,375
+49,628
+864% +$2.35M 0.57% 16
2018
Q3 		$278K Sell
5,747
-4,951
-46% -$247K 0.07% 55
2018
Q2 		$526K Sell
10,698
-331
-3% -$15.4K 0.14% 26
2018
Q1 		$497K Sell
11,029
-55,218
-83% -$2.53M 0.13% 27
2017
Q4 		$3.29M Buy
66,247
+49,452
+294% +$2.46M 0.86% 6
2017
Q3 		$827K Sell
16,795
-838
-5% -$41.4K 0.23% 18
2017
Q2 		$868K Hold
17,633
– – 0.23% 18
2017
Q1 		$863K Sell
17,633
-8,450
-32% -$416K 0.22% 19
2016
Q4 		$1.27M Buy
26,083
+8,450
+48% +$404K 0.35% 11
2016
Q3 		$894K Hold
17,633
– – 0.25% 14
2016
Q2 		$911K Sell
17,633
-23
-0.1% -$1.13K 0.26% 14
2016
Q1 		$865K Sell
17,656
-38,261
-68% -$1.75M 0.31% 16
2015
Q4 		$2.65M Buy
55,917
+20,819
+59% +$966K 1.14% 10
2015
Q3 		$1.54M Hold
35,098
– – 0.76% 10
2015
Q2 		$1.52M Buy
35,098
+10
+0% +$463 0.37% 16
2015
Q1 		$1.7M Sell
35,088
-2,239
-6% -$110K 0.55% 11
2014
Q4 		$1.76M Buy
37,327
+2,257
+6% +$103K 0.88% 8
2014
Q3 		$1.48M Buy
35,070
+9
+0% +$397 0.41% 17
2014
Q2 		$1.53M Buy
35,061
+9
+0% +$385 0.46% 10
2014
Q1 		$1.44M Buy
35,052
+11
+0% +$441 0.44% 10
2013
Q4 		$1.33M Buy
35,041
+11
+0% +$430 0.41% 10
2013
Q3 		$1.36M Sell
35,030
-2
-0% -$80 0.45% 10
2013
Q2 		$1.42M Buy
+35,032
New +$1.52M 0.52% 8

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Halbert Hargrove Global Advisors's USRT Position: Q1 2026 in Review

Halbert Hargrove Global Advisors reduced its iShares Core US REIT ETF (USRT) stake by 0.31% in Q1 2026, selling an estimated $2.22K and leaving 11,916 shares worth $705K. The position accounts for 0.03% of the portfolio, ranked #54.

Halbert Hargrove Global Advisors first reported a position in USRT in Q2 2013 and has held it in 49 quarters since. The position peaked at $19.3M in Q4 2021. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Halbert Hargrove Global Advisors held 11,916 shares of iShares Core US REIT ETF worth $705K as of Q1 2026.
  • Halbert Hargrove Global Advisors sold 37 iShares Core US REIT ETF shares in Q1 2026, an estimated $2.22K.
  • iShares Core US REIT ETF made up 0.03% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #54 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares Core US REIT ETF in Q2 2013 and has held it in 49 quarters since.
  • Halbert Hargrove Global Advisors's iShares Core US REIT ETF position peaked at $19.3M in Q4 2021.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.