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

Kestra Private Wealth 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
Q2 		$446K Sell
6,710
-34
-0.5% -$2.19K ﹤0.01% 1306
2026
Q1 		$399K Sell
6,744
-4,772
-41% -$287K ﹤0.01% 1315
2025
Q4 		$656K Buy
11,516
+1,424
+14% +$82.5K 0.01% 1018
2025
Q3 		$593K Sell
10,092
-109
-1% -$6.26K 0.01% 1023
2025
Q2 		$577K Buy
+10,201
New +$572K 0.01% 961

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

Kestra Private Wealth Services's USRT Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Core US REIT ETF (USRT) stake by 0.5% in Q2 2026, selling an estimated $2.19K and leaving 6,710 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Kestra Private Wealth Services first reported a position in USRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $656K in Q4 2025. 439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Kestra Private Wealth Services held 6,710 shares of iShares Core US REIT ETF worth $446K as of Q2 2026.
  • Kestra Private Wealth Services sold 34 iShares Core US REIT ETF shares in Q2 2026, an estimated $2.19K.
  • iShares Core US REIT ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1306 holding.
  • Kestra Private Wealth Services first reported a position in iShares Core US REIT ETF in Q2 2025 and has held it in 5 quarters since.
  • Kestra Private Wealth Services's iShares Core US REIT ETF position peaked at $656K in Q4 2025.
  • 439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

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