Unique Wealth LLC Boosts Stake in iShares U.S. Real Estate ETF $IYR

Unique Wealth LLC increased its stake in iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 9.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 86,140 shares of the real estate investment trust’s stock after purchasing an additional 7,697 shares during the quarter. iShares U.S. Real Estate ETF makes up approximately 1.1% of Unique Wealth LLC’s investment portfolio, making the stock its 19th biggest position. Unique Wealth LLC’s holdings in iShares U.S. Real Estate ETF were worth $8,088,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently bought and sold shares of the company. WealthNavi Inc. grew its holdings in iShares U.S. Real Estate ETF by 8.2% during the third quarter. WealthNavi Inc. now owns 5,298,667 shares of the real estate investment trust’s stock valued at $514,395,000 after purchasing an additional 403,581 shares during the period. Gallagher Fiduciary Advisors LLC raised its stake in shares of iShares U.S. Real Estate ETF by 9,674.5% in the second quarter. Gallagher Fiduciary Advisors LLC now owns 1,554,040 shares of the real estate investment trust’s stock worth $147,276,000 after buying an additional 1,538,141 shares during the period. Hsbc Holdings PLC raised its stake in shares of iShares U.S. Real Estate ETF by 69.1% in the second quarter. Hsbc Holdings PLC now owns 790,403 shares of the real estate investment trust’s stock worth $74,173,000 after buying an additional 322,881 shares during the period. PGIM Custom Harvest LLC lifted its position in shares of iShares U.S. Real Estate ETF by 5.7% during the 2nd quarter. PGIM Custom Harvest LLC now owns 437,175 shares of the real estate investment trust’s stock valued at $41,431,000 after buying an additional 23,697 shares in the last quarter. Finally, Ameriprise Financial Inc. grew its stake in shares of iShares U.S. Real Estate ETF by 45.9% during the 2nd quarter. Ameriprise Financial Inc. now owns 335,818 shares of the real estate investment trust’s stock valued at $31,824,000 after acquiring an additional 105,669 shares during the period. 98.41% of the stock is currently owned by hedge funds and other institutional investors.

iShares U.S. Real Estate ETF Trading Down 0.4%

iShares U.S. Real Estate ETF stock opened at $96.47 on Friday. iShares U.S. Real Estate ETF has a 12-month low of $81.53 and a 12-month high of $101.80. The firm has a market capitalization of $4.09 billion, a price-to-earnings ratio of 35.41 and a beta of 1.01. The firm has a 50 day moving average of $98.10 and a 200 day moving average of $96.46.

iShares U.S. Real Estate ETF Company Profile

iShares U.S. Real Estate ETF, formerly iShares Dow Jones U.S. Real Estate Index Fund (the Fund), is a non-diversified fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Real Estate Index (the Index). The Index measures the performance of the real estate sector of the United States equity market, and includes companies in the industry groups, such as real estate holding and development and real estate investment trusts (REITs).