Kestra Advisory Services’s iShares Core US REIT ETF USRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.38M Buy
50,867
+7,599
+18% +$490K 0.01% 1047
2026
Q1
$2.56M Buy
43,268
+9,753
+29% +$586K 0.01% 1157
2025
Q4
$1.91M Buy
33,515
+5,062
+18% +$293K 0.01% 1237
2025
Q3
$1.67M Buy
28,453
+19,151
+206% +$1.1M 0.01% 1258
2025
Q2
$526K Buy
9,302
+3,253
+54% +$182K ﹤0.01% 1933
2025
Q1
$348K Buy
+6,049
New +$350K ﹤0.01% 2063
2023
Q1
Sell
-8,262
Closed -$409K 2313
2022
Q4
$409K Buy
+8,262
New +$409K ﹤0.01% 1529
2021
Q1
Sell
-16,453
Closed -$789K 2067
2020
Q4
$789K Buy
16,453
+1,182
+8% +$55.1K 0.01% 979
2020
Q3
$668K Buy
+15,271
New +$681K 0.01% 762

Other funds holding USRT

Kestra Advisory Services's USRT Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares Core US REIT ETF (USRT) stake by 18% in Q2 2026, buying an estimated $490K and bringing the position to 50,867 shares worth $3.38M. The position accounts for 0.01% of the portfolio, ranked #1047.

Kestra Advisory Services first reported a position in USRT in Q3 2020 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Kestra Advisory Services held 50,867 shares of iShares Core US REIT ETF worth $3.38M as of Q2 2026.
  • Kestra Advisory Services bought 7,599 iShares Core US REIT ETF shares in Q2 2026, an estimated $490K.
  • iShares Core US REIT ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1047 holding.
  • Kestra Advisory Services first reported a position in iShares Core US REIT ETF in Q3 2020 and has held it in 9 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.