Charles Schwab Trust Co Decreases Stake in iShares Core U.S. REIT ETF $USRT

Charles Schwab Trust Co lowered its holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 4.5% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 392,426 shares of the company’s stock after selling 18,612 shares during the quarter. iShares Core U.S. REIT ETF accounts for about 1.5% of Charles Schwab Trust Co’s holdings, making the stock its 21st biggest position. Charles Schwab Trust Co’s holdings in iShares Core U.S. REIT ETF were worth $26,077,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in USRT. WealthShield Partners LLC acquired a new position in shares of iShares Core U.S. REIT ETF during the 4th quarter worth $29,000. Signaturefd LLC lifted its stake in shares of iShares Core U.S. REIT ETF by 143.7% in the fourth quarter. Signaturefd LLC now owns 641 shares of the company’s stock valued at $37,000 after purchasing an additional 378 shares during the period. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in iShares Core U.S. REIT ETF during the fourth quarter worth about $38,000. Brown Brothers Harriman & Co. acquired a new position in iShares Core U.S. REIT ETF during the fourth quarter worth about $40,000. Finally, Huntington National Bank increased its holdings in iShares Core U.S. REIT ETF by 71,200.0% in the fourth quarter. Huntington National Bank now owns 713 shares of the company’s stock valued at $41,000 after buying an additional 712 shares in the last quarter.

iShares Core U.S. REIT ETF Price Performance

Shares of NYSEARCA:USRT opened at $66.45 on Tuesday. The business’s 50 day simple moving average is $66.97 and its 200-day simple moving average is $63.76. The firm has a market capitalization of $4.56 billion, a price-to-earnings ratio of 35.32 and a beta of 0.96. iShares Core U.S. REIT ETF has a 12 month low of $55.44 and a 12 month high of $70.09.

iShares Core U.S. REIT ETF Company 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.