KHC
USRT icon

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
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

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