Prosperity Planning Inc. Boosts Holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Prosperity Planning Inc. boosted its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 1.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 66,475 shares of the company’s stock after buying an additional 707 shares during the period. iShares Core U.S. REIT ETF accounts for approximately 1.2% of Prosperity Planning Inc.’s portfolio, making the stock its 22nd largest position. Prosperity Planning Inc. owned 0.15% of iShares Core U.S. REIT ETF worth $3,810,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of USRT. US Bancorp DE boosted its stake in iShares Core U.S. REIT ETF by 1.5% during the third quarter. US Bancorp DE now owns 2,687,948 shares of the company’s stock worth $165,497,000 after acquiring an additional 39,016 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in shares of iShares Core U.S. REIT ETF by 5.6% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,093,235 shares of the company’s stock worth $58,554,000 after acquiring an additional 58,262 shares during the last quarter. Heritage Financial Services LLC raised its position in shares of iShares Core U.S. REIT ETF by 2.6% in the 3rd quarter. Heritage Financial Services LLC now owns 734,016 shares of the company’s stock worth $45,193,000 after purchasing an additional 18,846 shares during the last quarter. Thrivent Financial for Lutherans grew its position in iShares Core U.S. REIT ETF by 32.1% during the 2nd quarter. Thrivent Financial for Lutherans now owns 650,759 shares of the company’s stock valued at $34,855,000 after purchasing an additional 158,072 shares during the last quarter. Finally, Kestra Investment Management LLC purchased a new position in iShares Core U.S. REIT ETF in the third quarter worth about $33,794,000.

iShares Core U.S. REIT ETF Stock Down 0.2 %

NYSEARCA:USRT opened at $57.20 on Tuesday. The stock has a market cap of $2.49 billion, a price-to-earnings ratio of 26.47 and a beta of 0.97. The company’s 50 day moving average price is $58.91 and its 200-day moving average price is $59.16. iShares Core U.S. REIT ETF has a 52 week low of $49.12 and a 52 week high of $63.22.

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.