Legacy Financial Group LLC Reduces Position in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Legacy Financial Group LLC decreased its holdings in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 2.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 119,071 shares of the company’s stock after selling 3,342 shares during the quarter. iShares Core U.S. REIT ETF comprises about 0.0% of Legacy Financial Group LLC’s investment portfolio, making the stock its 24th biggest position. Legacy Financial Group LLC owned about 0.27% of iShares Core U.S. REIT ETF worth $6,824,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Fifth Third Bancorp acquired a new stake in shares of iShares Core U.S. REIT ETF during the fourth quarter worth $25,000. Focused Wealth Management Inc acquired a new stake in shares of iShares Core U.S. REIT ETF during the third quarter worth $30,000. Sanctuary Wealth Management L.L.C. acquired a new stake in shares of iShares Core U.S. REIT ETF during the third quarter worth $50,000. Private Trust Co. NA boosted its holdings in shares of iShares Core U.S. REIT ETF by 496.0% during the third quarter. Private Trust Co. NA now owns 1,049 shares of the company’s stock worth $65,000 after purchasing an additional 873 shares during the last quarter. Finally, Avior Wealth Management LLC boosted its holdings in shares of iShares Core U.S. REIT ETF by 57.0% during the third quarter. Avior Wealth Management LLC now owns 1,564 shares of the company’s stock worth $96,000 after purchasing an additional 568 shares during the last quarter.

iShares Core U.S. REIT ETF Stock Up 0.5 %

USRT stock opened at $58.20 on Monday. iShares Core U.S. REIT ETF has a 52-week low of $49.12 and a 52-week high of $63.22. The stock has a market capitalization of $2.54 billion, a price-to-earnings ratio of 26.47 and a beta of 0.97. The stock’s fifty day simple moving average is $58.74 and its 200-day simple moving average is $59.28.

About iShares Core U.S. REIT ETF

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.