GKWIM
USRT icon

Gerber Kawasaki Wealth & Investment Management’s iShares Core US REIT ETF USRT Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$301K Sell
4,981
-354
-7% -$21.3K 0.01% 280
2025
Q4 		$304K Buy
5,335
+911
+21% +$52.8K 0.01% 281
2025
Q3 		$260K Buy
4,424
+329
+8% +$18.9K 0.01% 287
2025
Q2 		$232K Buy
+4,095
New +$230K 0.01% 285
2024
Q1 		– Sell
-3,776
Closed -$205K – 299
2023
Q4 		$205K Sell
3,776
-5,894
-61% -$288K 0.01% 246
2023
Q3 		$456K Buy
9,670
+1,509
+18% +$77.2K 0.03% 164
2023
Q2 		$420K Buy
8,161
+250
+3% +$12.5K 0.03% 169
2023
Q1 		$399K Sell
7,911
-1,330
-14% -$68.8K 0.03% 178
2022
Q4 		$457K Buy
9,241
+4,096
+80% +$203K 0.04% 169
2022
Q3 		$244K Sell
5,145
-2,488
-33% -$137K 0.02% 197
2022
Q2 		$472K Buy
7,633
+1,323
+21% +$77.8K 0.04% 159
2022
Q1 		$407K Buy
6,310
+2,555
+68% +$160K 0.03% 174
2021
Q4 		$253K Buy
3,755
+3,752
+125,067% +$239K 0.02% 228
2021
Q3 		$3K Buy
+3
New +$182 ﹤0.01% 860

Other funds holding USRT

BlackRock
BlackRock New York $5.72T 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 $572M AUM 19.47% 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 $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's USRT Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its iShares Core US REIT ETF (USRT) stake by 6.6% in Q1 2026, selling an estimated $21.3K and leaving 4,981 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #280.

Gerber Kawasaki Wealth & Investment Management first reported a position in USRT in Q3 2021 and has held it in 14 quarters since. The position peaked at $472K in Q2 2022. 401 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 4,981 shares of iShares Core US REIT ETF worth $301K as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 354 iShares Core US REIT ETF shares in Q1 2026, an estimated $21.3K.
  • iShares Core US REIT ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #280 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Core US REIT ETF in Q3 2021 and has held it in 14 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's iShares Core US REIT ETF position peaked at $472K in Q2 2022.
  • 401 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.