32,364 Shares in iShares Core U.S. REIT ETF (NYSEARCA:USRT) Acquired by Cascade Wealth Advisors Inc

Cascade Wealth Advisors Inc bought a new position in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 32,364 shares of the company’s stock, valued at approximately $1,657,000. iShares Core U.S. REIT ETF accounts for approximately 1.4% of Cascade Wealth Advisors Inc’s holdings, making the stock its 24th largest holding. Cascade Wealth Advisors Inc owned about 0.07% of iShares Core U.S. REIT ETF at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. SageView Advisory Group LLC acquired a new position in shares of iShares Core U.S. REIT ETF in the 4th quarter worth approximately $246,000. Element Wealth LLC lifted its position in shares of iShares Core U.S. REIT ETF by 130.4% in the 4th quarter. Element Wealth LLC now owns 1,940 shares of the company’s stock worth $105,000 after purchasing an additional 1,098 shares during the period. Cape Investment Advisory Inc. lifted its position in shares of iShares Core U.S. REIT ETF by 77.0% in the 4th quarter. Cape Investment Advisory Inc. now owns 892 shares of the company’s stock worth $48,000 after purchasing an additional 388 shares during the period. Values Added Financial LLC lifted its position in shares of iShares Core U.S. REIT ETF by 10.0% in the 4th quarter. Values Added Financial LLC now owns 5,712 shares of the company’s stock worth $310,000 after purchasing an additional 520 shares during the period. Finally, One Day In July LLC lifted its position in shares of iShares Core U.S. REIT ETF by 30.0% in the 4th quarter. One Day In July LLC now owns 6,381 shares of the company’s stock worth $346,000 after purchasing an additional 1,472 shares during the period.

iShares Core U.S. REIT ETF Stock Performance

Shares of NYSEARCA USRT opened at $52.52 on Thursday. The company has a market capitalization of $2.29 billion, a P/E ratio of 26.47 and a beta of 0.97. iShares Core U.S. REIT ETF has a 52-week low of $43.76 and a 52-week high of $55.40. The company’s 50 day moving average price is $51.88 and its 200-day moving average price is $52.59.

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.