iShares Core U.S. REIT ETF $USRT Shares Purchased by Kestra Investment Management LLC

Posted by Caroline Horne on May 26th, 2026

Kestra Investment Management LLC increased its position in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 11.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 318,466 shares of the company’s stock after purchasing an additional 32,168 shares during the quarter. Kestra Investment Management LLC owned 0.56% of iShares Core U.S. REIT ETF worth $18,140,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Root Financial Partners LLC acquired a new position in iShares Core U.S. REIT ETF in the third quarter valued at approximately $29,000. WealthShield Partners LLC acquired a new position in iShares Core U.S. REIT ETF in the fourth quarter valued at approximately $29,000. Signaturefd LLC lifted its holdings in iShares Core U.S. REIT ETF by 143.7% in the fourth quarter. Signaturefd LLC now owns 641 shares of the company’s stock valued at $37,000 after acquiring an additional 378 shares during the period. Founders Financial Alliance LLC lifted its holdings in iShares Core U.S. REIT ETF by 33.3% in the third quarter. Founders Financial Alliance LLC now owns 740 shares of the company’s stock valued at $43,000 after acquiring an additional 185 shares during the period. Finally, Financial Perspectives Inc acquired a new position in iShares Core U.S. REIT ETF in the fourth quarter valued at approximately $75,000.

iShares Core U.S. REIT ETF Stock Performance

Shares of NYSEARCA:USRT opened at $65.49 on Tuesday. iShares Core U.S. REIT ETF has a 12-month low of $55.19 and a 12-month high of $65.77. The company has a market capitalization of $3.83 billion, a PE ratio of 35.32 and a beta of 0.99. The business has a 50 day moving average of $62.49 and a two-hundred day moving average of $60.27.

iShares Core U.S. REIT ETF Company Profile

(Free Report)

The iShares Core U.S. REIT ETF (USRT) is an exchange-traded fund that is based on the FTSE Nareit \u002F Equity REITs – INV index, a market-cap-weighted index of US-listed REITs USRT was launched on May 1, 2007 and is managed by BlackRock.