Ellenbecker Investment Group Has $11.03 Million Stock Holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

by · The Markets Daily

Ellenbecker Investment Group lessened its position in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRTFree Report) by 13.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 179,134 shares of the company’s stock after selling 27,796 shares during the quarter. iShares Core U.S. REIT ETF comprises 2.1% of Ellenbecker Investment Group’s holdings, making the stock its 7th biggest position. Ellenbecker Investment Group’s holdings in iShares Core U.S. REIT ETF were worth $11,029,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of USRT. Ridgewood Investments LLC acquired a new stake in shares of iShares Core U.S. REIT ETF in the second quarter worth $33,000. Janney Montgomery Scott LLC increased its stake in shares of iShares Core U.S. REIT ETF by 5.4% in the first quarter. Janney Montgomery Scott LLC now owns 6,869 shares of the company’s stock worth $370,000 after acquiring an additional 350 shares during the period. Cetera Advisors LLC increased its stake in shares of iShares Core U.S. REIT ETF by 10.6% in the first quarter. Cetera Advisors LLC now owns 15,242 shares of the company’s stock worth $820,000 after acquiring an additional 1,467 shares during the period. Cetera Investment Advisers increased its stake in shares of iShares Core U.S. REIT ETF by 1,003.3% in the first quarter. Cetera Investment Advisers now owns 55,221 shares of the company’s stock worth $2,971,000 after acquiring an additional 50,216 shares during the period. Finally, Biltmore Wealth Management LLC boosted its holdings in iShares Core U.S. REIT ETF by 24.7% during the third quarter. Biltmore Wealth Management LLC now owns 193,566 shares of the company’s stock worth $11,918,000 after buying an additional 38,296 shares in the last quarter.

iShares Core U.S. REIT ETF Stock Performance

Shares of NYSEARCA USRT opened at $61.48 on Friday. The company’s fifty day moving average price is $60.39 and its 200 day moving average price is $55.62. iShares Core U.S. REIT ETF has a 1 year low of $43.76 and a 1 year high of $62.94. The company has a market capitalization of $2.68 billion, a PE ratio of 26.47 and a beta of 0.97.

iShares Core U.S. REIT ETF Company Profile

(Free Report)

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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