KFI
USRT icon

Key Financial Inc’s iShares Core US REIT ETF USRT Stock Holding History

Key Financial Inc’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 		$133 Hold
2
– – ﹤0.01% 1316
2026
Q1 		$118 Hold
2
– – ﹤0.01% 1356
2025
Q4 		$114 Hold
2
– – ﹤0.01% 1404
2025
Q3 		$118 Hold
2
– – ﹤0.01% 1422
2025
Q2 		$113 Hold
2
– – ﹤0.01% 1397
2025
Q1 		$115 Buy
+2
New +$116 ﹤0.01% 1355

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

Key Financial Inc's USRT Position: Q2 2026 in Review

Key Financial Inc held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 2 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Key Financial Inc first reported a position in USRT in Q1 2025 and has held it in 6 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Key Financial Inc held 2 shares of iShares Core US REIT ETF worth $133 as of Q2 2026.
  • Key Financial Inc left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1316 holding.
  • Key Financial Inc first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.