Fi3 FINANCIAL ADVISORS LLC lifted its stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 673.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 40,817 shares of the company’s stock after acquiring an additional 35,539 shares during the period. iShares Core U.S. REIT ETF makes up about 0.7% of Fi3 FINANCIAL ADVISORS LLC’s investment portfolio, making the stock its 22nd largest holding. Fi3 FINANCIAL ADVISORS LLC’s holdings in iShares Core U.S. REIT ETF were worth $2,325,000 as of its most recent filing with the Securities & Exchange Commission.
Several other large investors also recently made changes to their positions in USRT. Root Financial Partners LLC bought a new stake in shares of iShares Core U.S. REIT ETF during the third quarter worth $29,000. WealthShield Partners LLC bought a new stake in shares of iShares Core U.S. REIT ETF during the fourth quarter worth $29,000. Signaturefd LLC increased its position in shares of iShares Core U.S. REIT ETF by 143.7% during the fourth quarter. Signaturefd LLC now owns 641 shares of the company’s stock worth $37,000 after acquiring an additional 378 shares in the last quarter. Founders Financial Alliance LLC increased its position in shares of iShares Core U.S. REIT ETF by 33.3% during the third quarter. Founders Financial Alliance LLC now owns 740 shares of the company’s stock worth $43,000 after acquiring an additional 185 shares in the last quarter. Finally, Financial Perspectives Inc bought a new stake in shares of iShares Core U.S. REIT ETF during the fourth quarter worth $75,000.
iShares Core U.S. REIT ETF Stock Up 1.3%
Shares of USRT stock opened at $65.22 on Thursday. The firm has a fifty day moving average of $62.26 and a 200-day moving average of $60.11. iShares Core U.S. REIT ETF has a 12-month low of $55.13 and a 12-month high of $65.51. The company has a market capitalization of $3.82 billion, a price-to-earnings ratio of 35.32 and a beta of 0.99.
About iShares Core U.S. REIT ETF
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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