iShares Core U.S. REIT ETF $USRT Shares Sold by Corient Private Wealth LLC

Corient Private Wealth LLC trimmed its position in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 1.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 659,176 shares of the company’s stock after selling 9,507 shares during the quarter. Corient Private Wealth LLC owned about 1.26% of iShares Core U.S. REIT ETF worth $37,283,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in USRT. Brighton Jones LLC purchased a new position in iShares Core U.S. REIT ETF in the fourth quarter worth approximately $660,000. Compound Planning Inc. lifted its stake in shares of iShares Core U.S. REIT ETF by 8.4% in the 1st quarter. Compound Planning Inc. now owns 145,072 shares of the company’s stock valued at $8,356,000 after purchasing an additional 11,231 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in shares of iShares Core U.S. REIT ETF by 16.2% during the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 1,533,330 shares of the company’s stock worth $88,320,000 after purchasing an additional 213,501 shares during the period. Napa Wealth Management acquired a new stake in shares of iShares Core U.S. REIT ETF during the 1st quarter worth about $563,000. Finally, OLD Mission Capital LLC purchased a new stake in iShares Core U.S. REIT ETF in the 1st quarter valued at about $428,000.

iShares Core U.S. REIT ETF Price Performance

NYSEARCA USRT opened at $56.79 on Wednesday. The stock has a market capitalization of $3.08 billion, a P/E ratio of 35.32 and a beta of 1.02. The firm’s 50-day moving average is $58.04 and its two-hundred day moving average is $57.62. iShares Core U.S. REIT ETF has a 12 month low of $48.47 and a 12 month high of $60.63.

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.