Walkner Condon Financial Advisors LLC Raises Position in iShares Core U.S. REIT ETF $USRT

Walkner Condon Financial Advisors LLC grew its holdings in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 30.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 59,472 shares of the company’s stock after acquiring an additional 13,763 shares during the period. Walkner Condon Financial Advisors LLC owned about 0.10% of iShares Core U.S. REIT ETF worth $3,388,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of USRT. Root Financial Partners LLC purchased a new stake in iShares Core U.S. REIT ETF in the third quarter worth about $29,000. CX Institutional increased its holdings in iShares Core U.S. REIT ETF by 81.0% in the 3rd quarter. CX Institutional now owns 608 shares of the company’s stock worth $36,000 after acquiring an additional 272 shares in the last quarter. Signaturefd LLC raised its stake in iShares Core U.S. REIT ETF by 143.7% during the 4th quarter. Signaturefd LLC now owns 641 shares of the company’s stock worth $37,000 after acquiring an additional 378 shares during the period. Founders Financial Alliance LLC raised its stake in iShares Core U.S. REIT ETF by 33.3% during the 3rd quarter. Founders Financial Alliance LLC now owns 740 shares of the company’s stock worth $43,000 after acquiring an additional 185 shares during the period. Finally, Steigerwald Gordon & Koch Inc. purchased a new position in iShares Core U.S. REIT ETF during the third quarter valued at approximately $97,000.

iShares Core U.S. REIT ETF Price Performance

USRT opened at $60.20 on Monday. The company has a 50 day simple moving average of $60.70 and a two-hundred day simple moving average of $58.94. The firm has a market cap of $3.52 billion, a P/E ratio of 35.32 and a beta of 1.02. iShares Core U.S. REIT ETF has a 1-year low of $48.47 and a 1-year high of $63.72.

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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