KAS
USRT icon

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

Kestra Advisory Services’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 		$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

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RIM
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TCOT
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SC
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Morgan Stanley
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Cerity Partners
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DCM
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