Pacific Life Fund Advisors LLC lowered its stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 25.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 223,456 shares of the company’s stock after selling 74,575 shares during the quarter. iShares Core U.S. REIT ETF makes up approximately 1.5% of Pacific Life Fund Advisors LLC’s holdings, making the stock its 17th biggest holding. Pacific Life Fund Advisors LLC’s holdings in iShares Core U.S. REIT ETF were worth $13,226,000 as of its most recent SEC filing.
A number of other institutional investors also recently modified their holdings of USRT. Naviter Wealth LLC increased its holdings in shares of iShares Core U.S. REIT ETF by 55.7% in the fourth quarter. Naviter Wealth LLC now owns 62,871 shares of the company’s stock valued at $3,581,000 after purchasing an additional 22,498 shares in the last quarter. Tectonic Advisors LLC lifted its holdings in iShares Core U.S. REIT ETF by 17.6% during the 4th quarter. Tectonic Advisors LLC now owns 229,606 shares of the company’s stock worth $13,078,000 after buying an additional 34,300 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its position in iShares Core U.S. REIT ETF by 4.2% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 488,351 shares of the company’s stock valued at $28,114,000 after buying an additional 19,467 shares during the last quarter. Fi3 FINANCIAL ADVISORS LLC boosted its position in iShares Core U.S. REIT ETF by 673.3% in the 4th quarter. Fi3 FINANCIAL ADVISORS LLC now owns 40,817 shares of the company’s stock valued at $2,325,000 after buying an additional 35,539 shares during the last quarter. Finally, Sumitomo Life Insurance Co. increased its stake in shares of iShares Core U.S. REIT ETF by 3.9% in the 4th quarter. Sumitomo Life Insurance Co. now owns 293,300 shares of the company’s stock valued at $16,706,000 after buying an additional 11,000 shares during the period.
iShares Core U.S. REIT ETF Price Performance
Shares of USRT opened at $66.75 on Monday. iShares Core U.S. REIT ETF has a 12-month low of $55.34 and a 12-month high of $68.21. The firm has a market capitalization of $4.49 billion, a PE ratio of 35.32 and a beta of 0.96. The stock’s fifty day simple moving average is $65.60 and its 200-day simple moving average is $62.22.
iShares Core U.S. REIT ETF 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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