iShares Core U.S. REIT ETF (NYSEARCA:USRT) Shares Sold by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC lowered its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 23,318 shares of the company’s stock after selling 445 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in iShares Core U.S. REIT ETF were worth $1,336,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of the stock. Synergy Investment Management LLC acquired a new stake in iShares Core U.S. REIT ETF in the fourth quarter worth about $42,000. Mission Wealth Management LP lifted its holdings in iShares Core U.S. REIT ETF by 0.7% in the fourth quarter. Mission Wealth Management LP now owns 505,944 shares of the company’s stock worth $28,996,000 after purchasing an additional 3,580 shares during the period. Cascade Wealth Advisors Inc lifted its holdings in iShares Core U.S. REIT ETF by 11.1% in the fourth quarter. Cascade Wealth Advisors Inc now owns 42,967 shares of the company’s stock worth $2,462,000 after purchasing an additional 4,295 shares during the period. Jones Financial Companies Lllp lifted its holdings in iShares Core U.S. REIT ETF by 66.3% in the fourth quarter. Jones Financial Companies Lllp now owns 37,009 shares of the company’s stock worth $2,121,000 after purchasing an additional 14,760 shares during the period. Finally, Cape Investment Advisory Inc. lifted its holdings in iShares Core U.S. REIT ETF by 154.2% in the fourth quarter. Cape Investment Advisory Inc. now owns 1,337 shares of the company’s stock worth $77,000 after purchasing an additional 811 shares during the period.

iShares Core U.S. REIT ETF Stock Up 1.1 %

USRT stock opened at $60.15 on Thursday. The company has a market capitalization of $2.91 billion, a P/E ratio of 33.02 and a beta of 1.09. The company has a 50-day simple moving average of $57.94 and a 200 day simple moving average of $59.63. iShares Core U.S. REIT ETF has a fifty-two week low of $49.12 and a fifty-two week high of $63.22.

iShares Core U.S. REIT ETF 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.