Upper Left Wealth Management LLC lowered its position in iShares U.S. Real Estate ETF (NYSEARCA:IYR – Free Report) by 2.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,766 shares of the real estate investment trust’s stock after selling 327 shares during the period. Upper Left Wealth Management LLC’s holdings in iShares U.S. Real Estate ETF were worth $1,095,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds also recently made changes to their positions in the company. Allspring Global Investments Holdings LLC purchased a new stake in shares of iShares U.S. Real Estate ETF during the 3rd quarter valued at $69,000. JPMorgan Chase & Co. increased its holdings in iShares U.S. Real Estate ETF by 140.7% during the third quarter. JPMorgan Chase & Co. now owns 413,325 shares of the real estate investment trust’s stock worth $42,106,000 after buying an additional 241,586 shares during the last quarter. Franklin Resources Inc. increased its holdings in iShares U.S. Real Estate ETF by 19.1% during the third quarter. Franklin Resources Inc. now owns 2,031 shares of the real estate investment trust’s stock worth $203,000 after buying an additional 325 shares during the last quarter. Sanctuary Advisors LLC purchased a new stake in iShares U.S. Real Estate ETF during the second quarter worth about $385,000. Finally, HighTower Advisors LLC increased its holdings in iShares U.S. Real Estate ETF by 46.0% during the third quarter. HighTower Advisors LLC now owns 77,877 shares of the real estate investment trust’s stock worth $7,945,000 after buying an additional 24,551 shares during the last quarter.
iShares U.S. Real Estate ETF Stock Up 1.3 %
Shares of IYR stock opened at $95.03 on Friday. The company has a 50 day moving average of $95.60 and a 200-day moving average of $97.40. iShares U.S. Real Estate ETF has a 12-month low of $81.25 and a 12-month high of $104.04. The firm has a market cap of $3.21 billion, a P/E ratio of 26.05 and a beta of 0.98.
iShares U.S. Real Estate ETF Company Profile
iShares U.S. Real Estate ETF, formerly iShares Dow Jones U.S. Real Estate Index Fund (the Fund), is a non-diversified fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Real Estate Index (the Index). The Index measures the performance of the real estate sector of the United States equity market, and includes companies in the industry groups, such as real estate holding and development and real estate investment trusts (REITs).
Further Reading
- Five stocks we like better than iShares U.S. Real Estate ETF
- Special Purpose Acquisition Company (SPAC) What You Need to Know
- 3 Turnaround Stocks in the Early Innings With More Upside to Come
- Quiet Period Expirations Explained
- Whirlpool: Buy This High-Yielding Value Before It Spins Higher
- The Risks of Owning Bonds
- Commvault Systems: Share Price Primed to Vault Higher in 2025
Want to see what other hedge funds are holding IYR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares U.S. Real Estate ETF (NYSEARCA:IYR – Free Report).
Receive News & Ratings for iShares U.S. Real Estate ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares U.S. Real Estate ETF and related companies with MarketBeat.com's FREE daily email newsletter.
