Financial & Tax Architects LLC Has $18.70 Million Stock Position in iShares Core U.S. REIT ETF $USRT

Financial & Tax Architects LLC trimmed its holdings in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 5.5% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 328,323 shares of the company’s stock after selling 19,180 shares during the period. iShares Core U.S. REIT ETF makes up approximately 4.2% of Financial & Tax Architects LLC’s holdings, making the stock its 5th largest position. Financial & Tax Architects LLC owned approximately 0.58% of iShares Core U.S. REIT ETF worth $18,701,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in USRT. Northwestern Mutual Wealth Management Co. raised its stake in iShares Core U.S. REIT ETF by 9.1% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 1,748,498 shares of the company’s stock valued at $102,672,000 after buying an additional 145,652 shares during the last quarter. Glenmede Investment Management LP grew its stake in shares of iShares Core U.S. REIT ETF by 4.8% in the third quarter. Glenmede Investment Management LP now owns 1,673,789 shares of the company’s stock worth $98,285,000 after acquiring an additional 76,496 shares during the last quarter. Trust Co of Tennessee grew its stake in shares of iShares Core U.S. REIT ETF by 8.8% in the third quarter. Trust Co of Tennessee now owns 1,084,369 shares of the company’s stock worth $63,675,000 after acquiring an additional 87,436 shares during the last quarter. Cerity Partners LLC increased its holdings in shares of iShares Core U.S. REIT ETF by 3.7% during the third quarter. Cerity Partners LLC now owns 870,659 shares of the company’s stock valued at $51,125,000 after acquiring an additional 31,328 shares in the last quarter. Finally, Heritage Financial Services LLC increased its holdings in shares of iShares Core U.S. REIT ETF by 5.3% during the third quarter. Heritage Financial Services LLC now owns 778,350 shares of the company’s stock valued at $45,705,000 after acquiring an additional 39,470 shares in the last quarter.

iShares Core U.S. REIT ETF Price Performance

USRT opened at $60.20 on Monday. The firm has a market cap of $3.52 billion, a PE ratio of 35.32 and a beta of 1.02. The stock has a 50-day moving average price of $60.70 and a 200-day moving average price of $58.94. iShares Core U.S. REIT ETF has a 1 year low of $48.47 and a 1 year high of $63.72.

About iShares Core U.S. REIT ETF

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.