KWA
USRT icon

Kingswood Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Kingswood Wealth Advisors’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 		$408K Buy
6,144
+31
+0.5% +$2K 0.02% 666
2026
Q1 		$362K Buy
+6,113
New +$367K 0.02% 650
2025
Q1 		– Sell
-4,795
Closed -$275K – 822
2024
Q4 		$275K Buy
+4,795
New +$288K 0.02% 637

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

Kingswood Wealth Advisors's USRT Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares Core US REIT ETF (USRT) stake by 0.51% in Q2 2026, buying an estimated $2K and bringing the position to 6,144 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #666.

Kingswood Wealth Advisors first reported a position in USRT in Q4 2024 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Kingswood Wealth Advisors held 6,144 shares of iShares Core US REIT ETF worth $408K as of Q2 2026.
  • Kingswood Wealth Advisors bought 31 iShares Core US REIT ETF shares in Q2 2026, an estimated $2K.
  • iShares Core US REIT ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #666 holding.
  • Kingswood Wealth Advisors first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 3 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.