iShares Core U.S. REIT ETF (NYSEARCA:USRT) Position Reduced by Rockbridge Investment Management LCC

Rockbridge Investment Management LCC lowered its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 11.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 275,115 shares of the company’s stock after selling 36,726 shares during the period. iShares Core U.S. REIT ETF accounts for approximately 2.0% of Rockbridge Investment Management LCC’s holdings, making the stock its 13th biggest holding. Rockbridge Investment Management LCC owned 0.63% of iShares Core U.S. REIT ETF worth $15,767,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of USRT. Landmark Wealth Management LLC raised its position in shares of iShares Core U.S. REIT ETF by 3.3% during the 4th quarter. Landmark Wealth Management LLC now owns 6,620 shares of the company’s stock valued at $379,000 after acquiring an additional 211 shares in the last quarter. Stratos Wealth Partners LTD. lifted its position in shares of iShares Core U.S. REIT ETF by 1.6% in the 4th quarter. Stratos Wealth Partners LTD. now owns 15,333 shares of the company’s stock worth $879,000 after buying an additional 237 shares during the last quarter. Epiq Partners LLC boosted its holdings in shares of iShares Core U.S. REIT ETF by 9.3% in the 4th quarter. Epiq Partners LLC now owns 4,000 shares of the company’s stock valued at $229,000 after buying an additional 341 shares during the period. Flagship Harbor Advisors LLC boosted its holdings in shares of iShares Core U.S. REIT ETF by 7.6% in the 4th quarter. Flagship Harbor Advisors LLC now owns 5,445 shares of the company’s stock valued at $312,000 after buying an additional 384 shares during the period. Finally, Fifth Third Bancorp acquired a new stake in iShares Core U.S. REIT ETF during the fourth quarter worth about $25,000.

iShares Core U.S. REIT ETF Stock Up 0.6 %

Shares of NYSEARCA USRT opened at $57.36 on Thursday. The stock has a market capitalization of $2.82 billion, a P/E ratio of 32.68 and a beta of 1.10. The firm’s 50-day moving average price is $58.24 and its two-hundred day moving average price is $59.39. iShares Core U.S. REIT ETF has a 52-week low of $49.12 and a 52-week high of $63.22.

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.