Kovitz Investment Group Partners
USRT icon

Kovitz Investment Group Partners’s iShares Core US REIT ETF USRT Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-13,621
Closed -$800K – 1276
2025
Q3 		$800K Buy
13,621
+576
+4% +$33.1K ﹤0.01% 891
2025
Q2 		$738K Hold
13,045
– – ﹤0.01% 865
2025
Q1 		$751K Sell
13,045
-793
-6% -$45.9K ﹤0.01% 807
2024
Q4 		$793K Sell
13,838
-1,502
-10% -$90.4K ﹤0.01% 772
2024
Q3 		$945K Buy
+15,340
New +$896K 0.01% 637

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Northwestern Mutual Wealth Management
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GT
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCOT
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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

Kovitz Investment Group Partners's USRT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Core US REIT ETF (USRT) in Q4 2025, closing a stake of 13,621 shares — an estimated $800K sold.

Kovitz Investment Group Partners first reported a position in USRT in Q3 2024 and held it in 5 quarters. The position peaked at $945K in Q3 2024. 393 funds tracked by Wall St. Rank hold USRT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Core US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 13,621 iShares Core US REIT ETF shares in Q4 2025, an estimated $800K.
  • Kovitz Investment Group Partners first reported a position in iShares Core US REIT ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's iShares Core US REIT ETF position peaked at $945K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.