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HCP
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
Q1
$379K
Buy
+6,410
New
+$385K
0.06%
161
2025
Q2
–
Sell
-4,060
Closed
-$234K
–
1642
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
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$5.7T AUM
30.48%
1-Year Est. Return
US Bancorp
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$82.4B AUM
19.69%
1-Year Est. Return
GT
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Philadelphia, Pennsylvania
$20.4B AUM
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
DCM
Disciplina Capital Management
Nashville, Tennessee
$944M AUM
10.02%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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