Axos Invest Inc. Has $558,000 Position in iShares U.S. Real Estate ETF (NYSEARCA:IYR)

Axos Invest Inc. lessened its stake in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 6.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,993 shares of the real estate investment trust’s stock after selling 416 shares during the period. iShares U.S. Real Estate ETF accounts for 0.4% of Axos Invest Inc.’s portfolio, making the stock its 16th largest holding. Axos Invest Inc.’s holdings in iShares U.S. Real Estate ETF were worth $558,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of IYR. Measured Wealth Private Client Group LLC raised its holdings in iShares U.S. Real Estate ETF by 34.8% in the 4th quarter. Measured Wealth Private Client Group LLC now owns 19,316 shares of the real estate investment trust’s stock worth $1,798,000 after acquiring an additional 4,991 shares during the period. Silver Oak Securities Incorporated lifted its position in shares of iShares U.S. Real Estate ETF by 11.5% during the 4th quarter. Silver Oak Securities Incorporated now owns 31,983 shares of the real estate investment trust’s stock worth $2,951,000 after purchasing an additional 3,288 shares during the last quarter. Money Concepts Capital Corp acquired a new position in shares of iShares U.S. Real Estate ETF during the 4th quarter worth about $1,878,000. CenterStar Asset Management LLC boosted its stake in iShares U.S. Real Estate ETF by 101.6% during the 4th quarter. CenterStar Asset Management LLC now owns 4,389 shares of the real estate investment trust’s stock valued at $408,000 after purchasing an additional 274,929 shares during the period. Finally, Tanglewood Wealth Management Inc. grew its holdings in iShares U.S. Real Estate ETF by 8.0% in the 4th quarter. Tanglewood Wealth Management Inc. now owns 3,372 shares of the real estate investment trust’s stock valued at $314,000 after buying an additional 249 shares during the last quarter.

iShares U.S. Real Estate ETF Stock Up 0.2 %

Shares of IYR stock opened at $96.30 on Friday. iShares U.S. Real Estate ETF has a 12 month low of $81.25 and a 12 month high of $104.04. The firm has a market cap of $3.25 billion, a PE ratio of 26.05 and a beta of 0.98. The stock has a 50 day moving average of $94.97 and a 200-day moving average of $97.47.

About iShares U.S. Real Estate ETF

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).