Kagan Cocozza Asset Management Ishares Core U.S. Reit ETF Transaction History

Kagan Cocozza Asset Management

  • $141 Billion
  • Q4 2025

A detailed history of Kagan Cocozza Asset Management transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 17,388 shares of USRT stock, worth $1.01 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
17,388
Previous 17,402 0.08%
Holding current value
$1.01 Million
Previous $1.02 Billion 3.08%
% of portfolio
0.7%
Previous 0.77%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$56.64 - $59.67 $792 - $835
-14 Reduced 0.08%
17,388 $990 Million
Q3 2025

Oct 21, 2025
SELL
$55.64 - $59.37 $49,797 - $53,136
-895 Reduced 4.89%
17,402 $1.02 Billion
Q2 2025

Jul 15, 2025
SELL
$50.37 - $57.97 $1,511 - $1,739
-30 Reduced 0.16%
18,297 $1.03 Billion
Q1 2025

May 08, 2025
SELL
$55.14 - $60.29 $4,521 - $4,943
-82 Reduced 0.45%
18,327 $1.06 Billion
Q4 2024

Apr 11, 2025
BUY
$55.97 - $62.75 $1.03 Million - $1.16 Million
18,409 New
18,409 $1.06 Billion

Others Institutions Holding USRT

# of Institutions
412
Shares Held
37.2M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES CORE U.S. REIT ETF

USRT Quotes by TradingView
  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
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