Aspiriant LLC Has $902,000 Position in iShares U.S. Real Estate ETF (NYSEARCA:IYR)

Aspiriant LLC raised its position in iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 1.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,036 shares of the real estate investment trust’s stock after acquiring an additional 126 shares during the quarter. Aspiriant LLC’s holdings in iShares U.S. Real Estate ETF were worth $902,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in IYR. Envestnet Portfolio Solutions Inc. acquired a new stake in iShares U.S. Real Estate ETF in the third quarter valued at $318,000. LPL Financial LLC lifted its stake in shares of iShares U.S. Real Estate ETF by 1.0% during the 3rd quarter. LPL Financial LLC now owns 282,128 shares of the real estate investment trust’s stock worth $22,045,000 after buying an additional 2,930 shares during the last quarter. Cary Street Partners Investment Advisory LLC acquired a new stake in shares of iShares U.S. Real Estate ETF during the 3rd quarter worth about $39,000. Mutual Advisors LLC acquired a new stake in shares of iShares U.S. Real Estate ETF during the 3rd quarter worth about $552,000. Finally, Trexquant Investment LP acquired a new stake in shares of iShares U.S. Real Estate ETF during the 3rd quarter worth about $936,000.

iShares U.S. Real Estate ETF Stock Performance

NYSEARCA IYR opened at $87.07 on Friday. The firm has a 50-day moving average of $85.79 and a 200-day moving average of $87.49. The stock has a market cap of $2.94 billion, a PE ratio of 26.05 and a beta of 0.98. iShares U.S. Real Estate ETF has a 52-week low of $72.88 and a 52-week high of $92.85.

iShares U.S. Real Estate ETF Company Profile

iShares U.S. Real Estate ETF, formerly iShares Dow Jones U.S. Real Estate Index Fund (the Fund), is a non-diversified fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Real Estate Index (the Index). The Index measures the performance of the real estate sector of the United States equity market, and includes companies in the industry groups, such as real estate holding and development and real estate investment trusts (REITs).