Heritage Financial Services LLC Increases Stock Position in iShares Core U.S. REIT ETF $USRT

Heritage Financial Services LLC lifted its holdings in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 5.3% in the third quarter, according to its most recent filing with the SEC. The firm owned 778,350 shares of the company’s stock after acquiring an additional 39,470 shares during the period. iShares Core U.S. REIT ETF makes up about 4.1% of Heritage Financial Services LLC’s investment portfolio, making the stock its 6th biggest position. Heritage Financial Services LLC owned 1.44% of iShares Core U.S. REIT ETF worth $45,705,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in USRT. Rakuten Investment Management Inc. acquired a new position in iShares Core U.S. REIT ETF in the third quarter worth about $43,229,000. Root Financial Partners LLC bought a new stake in shares of iShares Core U.S. REIT ETF in the 3rd quarter valued at approximately $29,000. Walkner Condon Financial Advisors LLC raised its holdings in shares of iShares Core U.S. REIT ETF by 31.1% in the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 45,709 shares of the company’s stock worth $2,682,000 after buying an additional 10,837 shares in the last quarter. Fonville Wealth Management LLC lifted its position in shares of iShares Core U.S. REIT ETF by 96.3% during the 3rd quarter. Fonville Wealth Management LLC now owns 11,417 shares of the company’s stock worth $670,000 after buying an additional 5,602 shares during the period. Finally, Stephens Inc. AR lifted its position in shares of iShares Core U.S. REIT ETF by 2.1% during the 3rd quarter. Stephens Inc. AR now owns 325,328 shares of the company’s stock worth $19,103,000 after buying an additional 6,605 shares during the period.

iShares Core U.S. REIT ETF Price Performance

Shares of NYSEARCA:USRT opened at $58.87 on Thursday. The business’s fifty day moving average price is $57.76 and its two-hundred day moving average price is $57.73. iShares Core U.S. REIT ETF has a fifty-two week low of $48.47 and a fifty-two week high of $60.63. The stock has a market capitalization of $3.33 billion, a price-to-earnings ratio of 35.32 and a beta of 1.02.

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.