KFC
USRT icon

Klingenstein Fields & Co’s iShares Core US REIT ETF USRT Stock Holding History

Klingenstein Fields & Co’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 		$347K Hold
5,867
– – 0.01% 146
2025
Q4 		$334K Hold
5,867
– – 0.01% 143
2025
Q3 		$345K Hold
5,867
– – 0.01% 143
2025
Q2 		$332K Hold
5,867
– – 0.01% 142
2025
Q1 		$338K Hold
5,867
– – 0.01% 140
2024
Q4 		$336K Hold
5,867
– – 0.01% 139
2024
Q3 		$361K Hold
5,867
– – 0.01% 141
2024
Q2 		$314K Hold
5,867
– – 0.01% 142
2024
Q1 		$316K Hold
5,867
– – 0.01% 148
2023
Q4 		$319K Hold
5,867
– – 0.01% 140
2023
Q3 		$277K Hold
5,867
– – 0.01% 145
2023
Q2 		$302K Buy
+5,867
New +$294K 0.01% 137

Other funds holding USRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return