Congress Wealth Management LLC DE Acquires 3,113 Shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Congress Wealth Management LLC DE lifted its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 4.1% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 79,042 shares of the company’s stock after purchasing an additional 3,113 shares during the period. Congress Wealth Management LLC DE owned 0.18% of iShares Core U.S. REIT ETF worth $4,530,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the stock. Avior Wealth Management LLC boosted its holdings in iShares Core U.S. REIT ETF by 47.1% during the fourth quarter. Avior Wealth Management LLC now owns 2,300 shares of the company’s stock worth $132,000 after buying an additional 736 shares during the last quarter. Park Avenue Securities LLC bought a new position in iShares Core U.S. REIT ETF during the 4th quarter worth approximately $478,000. Sumitomo Mitsui Trust Group Inc. grew its holdings in iShares Core U.S. REIT ETF by 91.5% during the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 28,644 shares of the company’s stock valued at $1,642,000 after purchasing an additional 13,683 shares during the period. JPMorgan Chase & Co. increased its stake in iShares Core U.S. REIT ETF by 1.0% in the third quarter. JPMorgan Chase & Co. now owns 299,373 shares of the company’s stock valued at $18,432,000 after purchasing an additional 3,059 shares in the last quarter. Finally, Cascade Wealth Advisors Inc raised its holdings in iShares Core U.S. REIT ETF by 11.1% in the fourth quarter. Cascade Wealth Advisors Inc now owns 42,967 shares of the company’s stock worth $2,462,000 after purchasing an additional 4,295 shares during the period.

iShares Core U.S. REIT ETF Stock Down 1.0 %

Shares of NYSEARCA USRT opened at $57.01 on Wednesday. iShares Core U.S. REIT ETF has a twelve month low of $49.12 and a twelve month high of $63.22. The company’s fifty day moving average is $58.22 and its 200-day moving average is $59.41. The stock has a market cap of $2.80 billion, a price-to-earnings ratio of 32.68 and a beta of 1.10.

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.