78,362 Shares in iShares Core U.S. REIT ETF $USRT Acquired by Prosperity Planning Inc.

Prosperity Planning Inc. purchased a new stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 78,362 shares of the company’s stock, valued at approximately $4,826,000. iShares Core U.S. REIT ETF makes up approximately 1.1% of Prosperity Planning Inc.’s investment portfolio, making the stock its 25th biggest position. Prosperity Planning Inc. owned about 0.12% of iShares Core U.S. REIT ETF as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Ridgewood Investments LLC bought a new position in shares of iShares Core U.S. REIT ETF in the 3rd quarter worth about $982,000. Roble Belko & Company Inc raised its stake in iShares Core U.S. REIT ETF by 56.8% during the first quarter. Roble Belko & Company Inc now owns 52,109 shares of the company’s stock valued at $3,084,000 after buying an additional 18,876 shares during the last quarter. Sumitomo Life Insurance Co. boosted its holdings in iShares Core U.S. REIT ETF by 3.9% in the fourth quarter. Sumitomo Life Insurance Co. now owns 293,300 shares of the company’s stock worth $16,706,000 after acquiring an additional 11,000 shares in the last quarter. Frontier Asset Management LLC purchased a new stake in shares of iShares Core U.S. REIT ETF in the first quarter worth $1,653,000. Finally, Pure Financial Advisors LLC increased its holdings in shares of iShares Core U.S. REIT ETF by 4.0% during the fourth quarter. Pure Financial Advisors LLC now owns 245,340 shares of the company’s stock valued at $13,975,000 after acquiring an additional 9,417 shares in the last quarter.

iShares Core U.S. REIT ETF Stock Performance

Shares of NYSEARCA USRT opened at $61.11 on Friday. The company has a market cap of $4.15 billion, a PE 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. The firm’s 50 day moving average price is $64.90 and its 200-day moving average price is $64.84.

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.