Hexagon Capital Partners
USRT icon

Hexagon Capital Partners’s iShares Core US REIT ETF USRT Stock Holding History

Hexagon Capital Partners’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
Q3 		$352K Buy
5,709
+715
+14% +$47.4K 0.05% 183
2026
Q2 		$332K Sell
4,994
-1,416
-22% -$91.2K 0.05% 185
2026
Q1 		$379K Buy
+6,410
New +$385K 0.06% 161
2025
Q2 		– Sell
-4,060
Closed -$234K – 1630
2025
Q1 		$234K Buy
4,060
+103
+3% +$5.97K 0.04% 195
2024
Q4 		$227K Buy
3,957
+11
+0.3% +$662 0.04% 199
2024
Q3 		$243K Sell
3,946
-942
-19% -$55K 0.05% 181
2024
Q2 		$262K Buy
4,888
+1,216
+33% +$63.1K 0.06% 164
2024
Q1 		$198K Buy
3,672
+1,580
+76% +$83.7K 0.04% 204
2023
Q4 		$114K Buy
2,092
+445
+27% +$21.8K 0.03% 274
2023
Q3 		$77.7K Buy
1,647
+653
+66% +$33.4K 0.02% 295
2023
Q2 		$51.1K Buy
994
+937
+1,644% +$46.9K 0.01% 356
2023
Q1 		$2.87K Sell
57
-272
-83% -$14.1K ﹤0.01% 994
2022
Q4 		$16.3K Sell
329
-125
-28% -$6.2K ﹤0.01% 598
2022
Q3 		$22K Buy
+454
New +$25K 0.01% 575

Other funds holding USRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

Hexagon Capital Partners's USRT Position: Q3 2026 in Review

Hexagon Capital Partners increased its iShares Core US REIT ETF (USRT) stake by 14% in Q3 2026, buying an estimated $47.4K and bringing the position to 5,709 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #183.

Hexagon Capital Partners first reported a position in USRT in Q3 2022 and has held it in 14 quarters since. The position peaked at $379K in Q1 2026. 416 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Hexagon Capital Partners held 5,709 shares of iShares Core US REIT ETF worth $352K as of Q3 2026.
  • Hexagon Capital Partners bought 715 iShares Core US REIT ETF shares in Q3 2026, an estimated $47.4K.
  • iShares Core US REIT ETF made up 0.05% of Hexagon Capital Partners's portfolio in Q3 2026, its #183 holding.
  • Hexagon Capital Partners first reported a position in iShares Core US REIT ETF in Q3 2022 and has held it in 14 quarters since.
  • Hexagon Capital Partners's iShares Core US REIT ETF position peaked at $379K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Hexagon Capital Partners's 13F filing for Q3 2026, filed 12 Nov 2026.