GKIM
USRT icon

GW&K Investment Management’s iShares Core US REIT ETF USRT Stock Holding History

GW&K 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
2025
Q2 		– Sell
-162
Closed -$9K – 1037
2025
Q1 		$9K Buy
+162
New +$9.38K ﹤0.01% 843

Other funds holding USRT

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

GW&K Investment Management's USRT Position: Q2 2025 in Review

GW&K Investment Management sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 162 shares — an estimated $9K sold.

GW&K Investment Management first reported a position in USRT in Q1 2025 and held it in 1 quarter. The position peaked at $9K in Q1 2025. 368 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • GW&K Investment Management reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • GW&K Investment Management sold 162 iShares Core US REIT ETF shares in Q2 2025, an estimated $9K.
  • GW&K Investment Management first reported a position in iShares Core US REIT ETF in Q1 2025 and held it in 1 quarter.
  • GW&K Investment Management's iShares Core US REIT ETF position peaked at $9K in Q1 2025.
  • 368 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on GW&K Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.