Global Endowment Management LP Has $14.92 Million Stock Holdings in iShares U.S. Real Estate ETF $IYR

Global Endowment Management LP raised its position in iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 16.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 158,940 shares of the real estate investment trust’s stock after buying an additional 22,860 shares during the quarter. iShares U.S. Real Estate ETF accounts for 1.9% of Global Endowment Management LP’s holdings, making the stock its 15th biggest holding. Global Endowment Management LP owned 0.38% of iShares U.S. Real Estate ETF worth $14,923,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Principal Financial Group Inc. acquired a new stake in shares of iShares U.S. Real Estate ETF during the 3rd quarter worth $536,000. Omega Financial Group LLC grew its holdings in shares of iShares U.S. Real Estate ETF by 1,154.9% during the 4th quarter. Omega Financial Group LLC now owns 66,072 shares of the real estate investment trust’s stock worth $6,204,000 after purchasing an additional 60,807 shares in the last quarter. Tillman Hartley LLC acquired a new stake in shares of iShares U.S. Real Estate ETF during the 3rd quarter worth $1,259,000. Apella Capital LLC grew its holdings in shares of iShares U.S. Real Estate ETF by 287.4% during the 4th quarter. Apella Capital LLC now owns 11,671 shares of the real estate investment trust’s stock worth $1,096,000 after purchasing an additional 8,658 shares in the last quarter. Finally, Checchi Capital Advisers LLC grew its holdings in shares of iShares U.S. Real Estate ETF by 31.8% during the 4th quarter. Checchi Capital Advisers LLC now owns 36,932 shares of the real estate investment trust’s stock worth $3,468,000 after purchasing an additional 8,906 shares in the last quarter. 98.41% of the stock is owned by institutional investors and hedge funds.

iShares U.S. Real Estate ETF Stock Performance

IYR opened at $104.37 on Friday. The firm has a market cap of $4.27 billion, a P/E ratio of 35.41 and a beta of 0.97. iShares U.S. Real Estate ETF has a 52-week low of $92.45 and a 52-week high of $104.74. The business’s fifty day moving average is $101.24 and its 200-day moving average is $98.11.

iShares U.S. Real Estate ETF 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).