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

Walkner Condon Financial Advisors LLC boosted its holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 12.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,092 shares of the company’s stock after acquiring an additional 7,620 shares during the quarter. Walkner Condon Financial Advisors LLC owned 0.11% of iShares Core U.S. REIT ETF worth $3,971,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Morgan Stanley raised its stake in shares of iShares Core U.S. REIT ETF by 110.7% in the fourth quarter. Morgan Stanley now owns 2,164,347 shares of the company’s stock worth $123,281,000 after purchasing an additional 1,136,903 shares during the last quarter. 93 Financial Group LLC purchased a new stake in shares of iShares Core U.S. REIT ETF during the fourth quarter valued at $20,812,000. Smartleaf Asset Management LLC boosted its position in shares of iShares Core U.S. REIT ETF by 8,980.6% during the fourth quarter. Smartleaf Asset Management LLC now owns 147,288 shares of the company’s stock valued at $8,454,000 after buying an additional 145,666 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in iShares Core U.S. REIT ETF by 9.1% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 1,748,498 shares of the company’s stock worth $102,672,000 after buying an additional 145,652 shares in the last quarter. Finally, Wealthcare Advisory Partners LLC purchased a new position in iShares Core U.S. REIT ETF in the 4th quarter worth about $5,734,000.

iShares Core U.S. REIT ETF Stock Performance

USRT opened at $67.46 on Friday. The company’s 50-day simple moving average is $65.28 and its two-hundred day simple moving average is $61.84. The stock has a market capitalization of $4.44 billion, a P/E ratio of 35.32 and a beta of 0.96. iShares Core U.S. REIT ETF has a 52-week low of $55.34 and a 52-week high of $67.73.

About iShares Core U.S. REIT ETF

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.