Dogwood Wealth Management LLC cut its position in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 7.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 41,037 shares of the company’s stock after selling 3,223 shares during the period. iShares Core U.S. REIT ETF accounts for approximately 1.1% of Dogwood Wealth Management LLC’s investment portfolio, making the stock its 23rd biggest holding. Dogwood Wealth Management LLC’s holdings in iShares Core U.S. REIT ETF were worth $2,321,000 at the end of the most recent reporting period.
Several other large investors also recently made changes to their positions in USRT. CX Institutional acquired a new stake in shares of iShares Core U.S. REIT ETF in the 1st quarter valued at about $26,000. Opal Wealth Advisors LLC acquired a new stake in shares of iShares Core U.S. REIT ETF in the 1st quarter valued at about $28,000. Rothschild Investment LLC acquired a new stake in shares of iShares Core U.S. REIT ETF in the 1st quarter valued at about $33,000. MJT & Associates Financial Advisory Group Inc. acquired a new stake in shares of iShares Core U.S. REIT ETF in the 1st quarter valued at about $60,000. Finally, Bangor Savings Bank acquired a new stake in shares of iShares Core U.S. REIT ETF in the 1st quarter valued at about $85,000.
iShares Core U.S. REIT ETF Price Performance
Shares of USRT opened at $58.72 on Wednesday. The stock has a 50-day moving average of $57.57 and a 200-day moving average of $56.71. The company has a market cap of $3.07 billion, a PE ratio of 35.32 and a beta of 0.94. iShares Core U.S. REIT ETF has a one year low of $48.47 and a one year 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.
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