Koesten Hirschmann & Crabtree’s iShares Core US REIT ETF USRT Stock Holding History

Koesten Hirschmann & Crabtree’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 Q3	$296K	Sell	4,801 -50	-1%	-$3.31K	0.12%	40
2026 Q2	$322K	Hold	4,851	–	–	0.13%	37
2026 Q1	$287K	Hold	4,851	–	–	0.14%	33
2025 Q4	$276K	Hold	4,851	–	–	0.14%	34
2025 Q3	$285K	Buy	4,851 +4,615	+1,956%	+$265K	0.14%	29
2025 Q2	$13.3K	Sell	236 -64	-21%	-$3.59K	0.01%	133
2025 Q1	$17.3K	Buy	300 +10	+3%	+$579	0.01%	114
2024 Q4	$16.6K	Buy	290 +192	+196%	+$11.6K	0.01%	115
2024 Q3	$6.03K	Buy	98 +88	+880%	+$5.14K	﹤0.01%	136
2024 Q2	$538	Hold	10	–	–	﹤0.01%	203
2024 Q1	$538	Sell	10 -110	-92%	-$5.83K	﹤0.01%	203
2023 Q4	$6.49K	Buy	+120	New	+$5.87K	﹤0.01%	132

Other funds holding USRT

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Koesten Hirschmann & Crabtree's USRT Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree reduced its iShares Core US REIT ETF (USRT) stake by 1% in Q3 2026, selling an estimated $3.31K and leaving 4,801 shares worth $296K. The position accounts for 0.12% of the portfolio, ranked #40.

Koesten Hirschmann & Crabtree first reported a position in USRT in Q4 2023 and has held it in 12 quarters since. The position peaked at $322K in Q2 2026. 137 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Koesten Hirschmann & Crabtree held 4,801 shares of iShares Core US REIT ETF worth $296K as of Q3 2026.
Koesten Hirschmann & Crabtree sold 50 iShares Core US REIT ETF shares in Q3 2026, an estimated $3.31K.
iShares Core US REIT ETF made up 0.12% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #40 holding.
Koesten Hirschmann & Crabtree first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 12 quarters since.
Koesten Hirschmann & Crabtree's iShares Core US REIT ETF position peaked at $322K in Q2 2026.
137 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.