Marshall Financial Group Inc. ADV Raises Position in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Marshall Financial Group Inc. ADV lifted its holdings in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 7.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 110,948 shares of the company’s stock after acquiring an additional 7,657 shares during the quarter. iShares Core U.S. REIT ETF accounts for about 1.9% of Marshall Financial Group Inc. ADV’s holdings, making the stock its 15th largest position. Marshall Financial Group Inc. ADV owned about 0.25% of iShares Core U.S. REIT ETF worth $5,942,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Opal Wealth Advisors LLC bought a new position in iShares Core U.S. REIT ETF during the second quarter valued at $26,000. Atwood & Palmer Inc. purchased a new stake in iShares Core U.S. REIT ETF during the second quarter valued at about $27,000. Heritage Wealth Advisors purchased a new stake in iShares Core U.S. REIT ETF during the fourth quarter valued at about $31,000. Ridgewood Investments LLC purchased a new stake in iShares Core U.S. REIT ETF during the second quarter valued at about $33,000. Finally, Cape Investment Advisory Inc. increased its holdings in shares of iShares Core U.S. REIT ETF by 77.0% in the fourth quarter. Cape Investment Advisory Inc. now owns 892 shares of the company’s stock worth $48,000 after buying an additional 388 shares during the period.

iShares Core U.S. REIT ETF Trading Up 0.3 %

USRT opened at $62.66 on Tuesday. The company has a market cap of $2.73 billion, a P/E ratio of 26.47 and a beta of 0.97. The business’s 50-day moving average price is $58.04 and its 200-day moving average price is $54.33. iShares Core U.S. REIT ETF has a 12 month low of $43.76 and a 12 month high of $62.89.

iShares Core U.S. REIT ETF Company 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.