212,750 Shares in iShares Core U.S. REIT ETF $USRT Purchased by Moller Wealth Partners

Moller Wealth Partners purchased a new stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 212,750 shares of the company’s stock, valued at approximately $13,101,000. iShares Core U.S. REIT ETF comprises about 2.4% of Moller Wealth Partners’ investment portfolio, making the stock its 17th biggest holding.

A number of other hedge funds and other institutional investors have also modified their holdings of USRT. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in iShares Core U.S. REIT ETF in the 4th quarter worth approximately $38,000. SHP Wealth Management acquired a new position in iShares Core U.S. REIT ETF during the 4th quarter worth $46,000. Western Wealth Management LLC acquired a new position in iShares Core U.S. REIT ETF during the 1st quarter worth $65,000. First Horizon Corp bought a new position in iShares Core U.S. REIT ETF in the 1st quarter valued at $65,000. Finally, Compass Financial Management LLC bought a new position in iShares Core U.S. REIT ETF in the 2nd quarter valued at $78,000.

iShares Core U.S. REIT ETF Stock Performance

NYSEARCA USRT opened at $62.05 on Friday. The stock has a fifty day moving average of $64.32 and a 200-day moving average of $64.95. The stock has a market capitalization of $4.23 billion, a P/E ratio of 35.32 and a beta of 0.95. iShares Core U.S. REIT ETF has a 52 week low of $56.44 and a 52 week high of $70.09.

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.