Envision Financial LLC Invests $1.42 Million in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Envision Financial LLC acquired a new stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 24,816 shares of the company’s stock, valued at approximately $1,422,000. iShares Core U.S. REIT ETF comprises about 1.1% of Envision Financial LLC’s investment portfolio, making the stock its 24th largest position. Envision Financial LLC owned 0.06% of iShares Core U.S. REIT ETF at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Focused Wealth Management Inc acquired a new stake in shares of iShares Core U.S. REIT ETF during the 3rd quarter worth approximately $30,000. Sanctuary Wealth Management L.L.C. bought a new position in iShares Core U.S. REIT ETF during the third quarter worth about $50,000. Fairscale Capital LLC bought a new stake in shares of iShares Core U.S. REIT ETF in the 2nd quarter valued at approximately $51,000. Private Trust Co. NA lifted its position in shares of iShares Core U.S. REIT ETF by 496.0% during the 3rd quarter. Private Trust Co. NA now owns 1,049 shares of the company’s stock worth $65,000 after buying an additional 873 shares during the period. Finally, Avior Wealth Management LLC grew its position in iShares Core U.S. REIT ETF by 57.0% in the third quarter. Avior Wealth Management LLC now owns 1,564 shares of the company’s stock valued at $96,000 after acquiring an additional 568 shares during the period.

iShares Core U.S. REIT ETF Stock Performance

Shares of NYSEARCA USRT traded up $0.11 during midday trading on Monday, reaching $55.25. 402,033 shares of the company traded hands, compared to its average volume of 454,623. The stock’s 50-day simple moving average is $59.36 and its 200-day simple moving average is $59.01. iShares Core U.S. REIT ETF has a 12 month low of $49.12 and a 12 month high of $63.22. The firm has a market cap of $2.41 billion, a PE ratio of 26.47 and a beta of 0.97.

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.