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
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

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

Koesten Hirschmann & Crabtree's USRT Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 4,851 shares worth $322K. The position accounts for 0.13% of the portfolio, ranked #37.

Koesten Hirschmann & Crabtree first reported a position in USRT in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Koesten Hirschmann & Crabtree held 4,851 shares of iShares Core US REIT ETF worth $322K as of Q2 2026.
  • Koesten Hirschmann & Crabtree left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up 0.13% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #37 holding.
  • Koesten Hirschmann & Crabtree first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.