Spartan Planning & Wealth Management purchased a new stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 121,927 shares of the company’s stock, valued at approximately $7,508,000. iShares Core U.S. REIT ETF accounts for approximately 4.9% of Spartan Planning & Wealth Management’s portfolio, making the stock its 7th biggest position.
Several other hedge funds have also bought and sold shares of the stock. Forvis Mazars Wealth Advisors LLC purchased a new position in shares of iShares Core U.S. REIT ETF during the 3rd quarter valued at approximately $349,000. Sax Wealth Advisors LLC acquired a new position in shares of iShares Core U.S. REIT ETF in the 3rd quarter valued at $232,000. Avior Wealth Management LLC purchased a new stake in iShares Core U.S. REIT ETF during the third quarter worth $5,968,000. Biltmore Wealth Management LLC purchased a new stake in iShares Core U.S. REIT ETF during the third quarter worth $14,487,000. Finally, Prosperity Planning Inc. purchased a new stake in iShares Core U.S. REIT ETF during the third quarter worth $4,826,000.
iShares Core U.S. REIT ETF Price Performance
USRT stock traded down $0.05 during midday trading on Tuesday, hitting $62.01. 1,166,168 shares of the stock traded hands, compared to its average volume of 579,822. The firm has a market cap of $4.22 billion, a P/E ratio of 35.32 and a beta of 0.95. The stock’s fifty day simple moving average is $64.66 and its 200-day simple moving average is $64.88. iShares Core U.S. REIT ETF has a 1-year low of $56.44 and a 1-year 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.
Further Reading
- Five stocks we like better than iShares Core U.S. REIT ETF
- A Chinese Rival Just Spooked Memory Stocks—How Worried Should Micron Investors Be?
- Could T-Mobile’s Satellite Competition Fears Create a Buying Opportunity?
- Surgical Precision, Sustainable Returns: Johnson & Johnson Secures Its Cash Flow Runway
- Tesla’s Robotaxi Lands in Paris—But Europe’s Real Fight Is Over Cheap EVs
Want to see what other hedge funds are holding USRT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report).
Receive News & Ratings for iShares Core U.S. REIT ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core U.S. REIT ETF and related companies with MarketBeat.com's FREE daily email newsletter.
