iShares Core U.S. REIT ETF (NYSEARCA:USRT) is Heritage Financial Services LLC’s 5th Largest Position

Heritage Financial Services LLC lifted its position in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 4.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 764,424 shares of the company’s stock after acquiring an additional 30,408 shares during the period. iShares Core U.S. REIT ETF makes up 5.8% of Heritage Financial Services LLC’s portfolio, making the stock its 5th largest position. Heritage Financial Services LLC’s holdings in iShares Core U.S. REIT ETF were worth $43,809,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the company. Landmark Wealth Management LLC lifted its holdings in iShares Core U.S. REIT ETF by 3.3% in the 4th quarter. Landmark Wealth Management LLC now owns 6,620 shares of the company’s stock valued at $379,000 after purchasing an additional 211 shares in the last quarter. Aptus Capital Advisors LLC boosted its holdings in shares of iShares Core U.S. REIT ETF by 1.4% during the 3rd quarter. Aptus Capital Advisors LLC now owns 18,103 shares of the company’s stock worth $1,115,000 after purchasing an additional 243 shares during the last quarter. Epiq Partners LLC boosted its holdings in shares of iShares Core U.S. REIT ETF by 9.3% during the 4th quarter. Epiq Partners LLC now owns 4,000 shares of the company’s stock worth $229,000 after purchasing an additional 341 shares during the last quarter. Kohmann Bosshard Financial Services LLC grew its position in shares of iShares Core U.S. REIT ETF by 1.1% in the third quarter. Kohmann Bosshard Financial Services LLC now owns 35,969 shares of the company’s stock valued at $2,215,000 after purchasing an additional 375 shares in the last quarter. Finally, Flagship Harbor Advisors LLC increased its holdings in shares of iShares Core U.S. REIT ETF by 7.6% in the fourth quarter. Flagship Harbor Advisors LLC now owns 5,445 shares of the company’s stock valued at $312,000 after purchasing an additional 384 shares during the last quarter.

iShares Core U.S. REIT ETF Stock Performance

NYSEARCA USRT opened at $58.01 on Friday. The stock’s fifty day moving average is $58.52 and its two-hundred day moving average is $59.29. The firm has a market capitalization of $2.53 billion, a P/E ratio of 26.47 and a beta of 0.97. iShares Core U.S. REIT ETF has a fifty-two week low of $49.12 and a fifty-two week high of $63.22.

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.