iShares U.S. Real Estate ETF $IYR Shares Acquired by Apella Capital LLC

Apella Capital LLC lifted its stake in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 287.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,671 shares of the real estate investment trust’s stock after buying an additional 8,658 shares during the period. Apella Capital LLC’s holdings in iShares U.S. Real Estate ETF were worth $1,096,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Moors & Cabot Inc. lifted its stake in shares of iShares U.S. Real Estate ETF by 1.3% in the 3rd quarter. Moors & Cabot Inc. now owns 8,398 shares of the real estate investment trust’s stock worth $815,000 after acquiring an additional 108 shares during the period. Arkadios Wealth Advisors lifted its stake in shares of iShares U.S. Real Estate ETF by 4.1% in the 3rd quarter. Arkadios Wealth Advisors now owns 2,809 shares of the real estate investment trust’s stock worth $273,000 after acquiring an additional 110 shares during the period. Russell Investments Group Ltd. lifted its stake in shares of iShares U.S. Real Estate ETF by 15.2% in the 3rd quarter. Russell Investments Group Ltd. now owns 870 shares of the real estate investment trust’s stock worth $84,000 after acquiring an additional 115 shares during the period. Centaurus Financial Inc. lifted its stake in shares of iShares U.S. Real Estate ETF by 1.1% in the 3rd quarter. Centaurus Financial Inc. now owns 11,062 shares of the real estate investment trust’s stock worth $1,074,000 after acquiring an additional 116 shares during the period. Finally, Infinity Wealth Counsel LLC lifted its stake in shares of iShares U.S. Real Estate ETF by 3.0% in the 3rd quarter. Infinity Wealth Counsel LLC now owns 4,885 shares of the real estate investment trust’s stock worth $474,000 after acquiring an additional 140 shares during the period. 98.41% of the stock is currently owned by institutional investors and hedge funds.

iShares U.S. Real Estate ETF Stock Performance

IYR stock opened at $98.19 on Thursday. iShares U.S. Real Estate ETF has a one year low of $81.53 and a one year high of $101.80. The stock has a market capitalization of $4.15 billion, a PE ratio of 35.41 and a beta of 1.02. The company has a fifty day moving average of $97.69 and a 200-day moving average of $96.24.

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).