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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
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

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

Hexagon Capital Partners's USRT Position: Q2 2026 in Review

Hexagon Capital Partners reduced its iShares Core US REIT ETF (USRT) stake by 22% in Q2 2026, selling an estimated $91.2K and leaving 4,994 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #185.

Hexagon Capital Partners first reported a position in USRT in Q3 2022 and has held it in 13 quarters since. The position peaked at $379K in Q1 2026. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Hexagon Capital Partners held 4,994 shares of iShares Core US REIT ETF worth $332K as of Q2 2026.
  • Hexagon Capital Partners sold 1,416 iShares Core US REIT ETF shares in Q2 2026, an estimated $91.2K.
  • iShares Core US REIT ETF made up 0.05% of Hexagon Capital Partners's portfolio in Q2 2026, its #185 holding.
  • Hexagon Capital Partners first reported a position in iShares Core US REIT ETF in Q3 2022 and has held it in 13 quarters since.
  • Hexagon Capital Partners's iShares Core US REIT ETF position peaked at $379K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Hexagon Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.