HDIM
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Hanson & Doremus Investment Management’s iShares Core US REIT ETF USRT Stock Holding History

Hanson & Doremus Investment Management’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
Q2 		$20K Hold
300
– – ﹤0.01% 391
2026
Q1 		$18K Buy
+300
New +$18K ﹤0.01% 423

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Hanson & Doremus Investment Management's USRT Position: Q2 2026 in Review

Hanson & Doremus Investment Management held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 300 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Hanson & Doremus Investment Management first reported a position in USRT in Q1 2026 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Hanson & Doremus Investment Management held 300 shares of iShares Core US REIT ETF worth $20K as of Q2 2026.
  • Hanson & Doremus Investment Management left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #391 holding.
  • Hanson & Doremus Investment Management first reported a position in iShares Core US REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.