TPG Financial Advisors LLC lifted its stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 95,906 shares of the company’s stock after purchasing an additional 2,943 shares during the period. iShares Core U.S. REIT ETF accounts for 2.4% of TPG Financial Advisors LLC’s holdings, making the stock its 16th biggest position. TPG Financial Advisors LLC owned about 0.22% of iShares Core U.S. REIT ETF worth $5,496,000 as of its most recent filing with the Securities & Exchange Commission.
Several other large investors also recently made changes to their positions in the stock. Focused Wealth Management Inc acquired a new stake in iShares Core U.S. REIT ETF in the third quarter valued at $30,000. Sanctuary Wealth Management L.L.C. bought a new stake in shares of iShares Core U.S. REIT ETF in the 3rd quarter valued at about $50,000. Fairscale Capital LLC acquired a new stake in iShares Core U.S. REIT ETF in the 2nd quarter valued at about $51,000. Private Trust Co. NA grew its holdings in iShares Core U.S. REIT ETF by 496.0% during the third quarter. Private Trust Co. NA now owns 1,049 shares of the company’s stock worth $65,000 after purchasing an additional 873 shares during the period. Finally, Avior Wealth Management LLC increased its position in iShares Core U.S. REIT ETF by 57.0% during the third quarter. Avior Wealth Management LLC now owns 1,564 shares of the company’s stock worth $96,000 after buying an additional 568 shares during the last quarter.
iShares Core U.S. REIT ETF Stock Up 1.3 %
NYSEARCA:USRT opened at $55.86 on Tuesday. iShares Core U.S. REIT ETF has a 12-month low of $49.12 and a 12-month high of $63.22. The firm has a market capitalization of $2.44 billion, a price-to-earnings ratio of 26.47 and a beta of 0.97. The stock’s 50 day moving average price is $59.36 and its two-hundred day moving average price is $59.01.
iShares Core U.S. REIT ETF Company Profile
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.
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