Corient Private Wealth LLC Raises Stock Position in iShares Core U.S. REIT ETF $USRT

Corient Private Wealth LLC raised its holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 9.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 637,498 shares of the company’s stock after purchasing an additional 55,121 shares during the quarter. Corient Private Wealth LLC’s holdings in iShares Core U.S. REIT ETF were worth $37,248,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the business. Blueprint Financial Advisors LLC lifted its holdings in shares of iShares Core U.S. REIT ETF by 18.2% in the 3rd quarter. Blueprint Financial Advisors LLC now owns 84,094 shares of the company’s stock valued at $4,938,000 after buying an additional 12,927 shares during the period. Naviter Wealth LLC grew its holdings in iShares Core U.S. REIT ETF by 55.7% during the fourth quarter. Naviter Wealth LLC now owns 62,871 shares of the company’s stock worth $3,581,000 after acquiring an additional 22,498 shares during the period. Tectonic Advisors LLC grew its holdings in iShares Core U.S. REIT ETF by 17.6% during the fourth quarter. Tectonic Advisors LLC now owns 229,606 shares of the company’s stock worth $13,078,000 after acquiring an additional 34,300 shares during the period. Earned Wealth Advisors LLC grew its holdings in iShares Core U.S. REIT ETF by 99.3% during the fourth quarter. Earned Wealth Advisors LLC now owns 163,822 shares of the company’s stock worth $9,331,000 after acquiring an additional 81,633 shares during the period. Finally, Fi3 FINANCIAL ADVISORS LLC raised its position in iShares Core U.S. REIT ETF by 673.3% during the fourth quarter. Fi3 FINANCIAL ADVISORS LLC now owns 40,817 shares of the company’s stock valued at $2,325,000 after acquiring an additional 35,539 shares in the last quarter.

iShares Core U.S. REIT ETF Stock Performance

Shares of USRT stock opened at $64.66 on Monday. iShares Core U.S. REIT ETF has a twelve month low of $55.34 and a twelve month high of $67.00. The stock has a market cap of $3.78 billion, a P/E ratio of 35.32 and a beta of 0.97. The stock has a 50 day moving average of $64.55 and a 200 day moving average of $61.23.

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.