Corient Private Wealth LLC Has $3.02 Million Position in iShares U.S. Real Estate ETF $IYR

Corient Private Wealth LLC decreased its holdings in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 27.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 31,863 shares of the real estate investment trust’s stock after selling 11,975 shares during the quarter. Corient Private Wealth LLC owned approximately 0.08% of iShares U.S. Real Estate ETF worth $3,019,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the stock. WealthNavi Inc. raised its position in shares of iShares U.S. Real Estate ETF by 4.2% in the second quarter. WealthNavi Inc. now owns 4,895,086 shares of the real estate investment trust’s stock valued at $463,907,000 after purchasing an additional 198,229 shares during the period. Citigroup Inc. raised its stake in shares of iShares U.S. Real Estate ETF by 149.4% in the second quarter. Citigroup Inc. now owns 1,807,775 shares of the real estate investment trust’s stock valued at $171,323,000 after purchasing an additional 1,083,044 shares in the last quarter. Gallagher Fiduciary Advisors LLC raised its stake in shares of iShares U.S. Real Estate ETF by 9,674.5% in the 2nd quarter. Gallagher Fiduciary Advisors LLC now owns 1,554,040 shares of the real estate investment trust’s stock valued at $147,276,000 after buying an additional 1,538,141 shares in the last quarter. Ilmarinen Mutual Pension Insurance Co raised its position in iShares U.S. Real Estate ETF by 9.5% in the first quarter. Ilmarinen Mutual Pension Insurance Co now owns 1,047,977 shares of the real estate investment trust’s stock worth $100,344,000 after purchasing an additional 90,800 shares in the last quarter. Finally, Jones Financial Companies Lllp lifted its position in shares of iShares U.S. Real Estate ETF by 43,235.4% during the 1st quarter. Jones Financial Companies Lllp now owns 913,511 shares of the real estate investment trust’s stock worth $95,014,000 after buying an additional 911,403 shares during the period. 98.41% of the stock is owned by institutional investors.

iShares U.S. Real Estate ETF Stock Performance

Shares of NYSEARCA IYR opened at $93.02 on Monday. iShares U.S. Real Estate ETF has a 52-week low of $81.53 and a 52-week high of $99.62. The stock has a market cap of $3.66 billion, a PE ratio of 35.41 and a beta of 1.01. The business has a fifty day moving average of $95.42 and a two-hundred day moving average of $95.76.

iShares U.S. Real Estate ETF Profile

iShares U.S. Real Estate ETF, formerly iShares Dow Jones U.S. Real Estate Index Fund (the Fund), is a non-diversified fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Real Estate Index (the Index). The Index measures the performance of the real estate sector of the United States equity market, and includes companies in the industry groups, such as real estate holding and development and real estate investment trusts (REITs).