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

Walkner Condon Financial Advisors LLC increased its holdings in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 30.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,472 shares of the company’s stock after purchasing an additional 13,763 shares during the quarter. Walkner Condon Financial Advisors LLC’s holdings in iShares Core U.S. REIT ETF were worth $3,388,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the business. Root Financial Partners LLC purchased a new position in shares of iShares Core U.S. REIT ETF in the third quarter worth $29,000. CX Institutional grew its holdings in shares of iShares Core U.S. REIT ETF by 81.0% in the third quarter. CX Institutional now owns 608 shares of the company’s stock valued at $36,000 after purchasing an additional 272 shares in the last quarter. Signaturefd LLC grew its holdings 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 in the last quarter. Founders Financial Alliance LLC increased its position in iShares Core U.S. REIT ETF by 33.3% in the third quarter. Founders Financial Alliance LLC now owns 740 shares of the company’s stock worth $43,000 after purchasing an additional 185 shares during the last quarter. Finally, Steigerwald Gordon & Koch Inc. purchased a new stake in iShares Core U.S. REIT ETF during the third quarter valued at $97,000.

iShares Core U.S. REIT ETF Price Performance

USRT stock opened at $60.20 on Monday. iShares Core U.S. REIT ETF has a 52 week low of $48.47 and a 52 week high of $63.72. The company has a fifty day simple moving average of $60.70 and a two-hundred day simple moving average of $58.94. The firm has a market capitalization of $3.52 billion, a P/E ratio of 35.32 and a beta of 1.02.

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.