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

Heritage Financial Services LLC raised its holdings in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 2.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 734,016 shares of the company’s stock after acquiring an additional 18,846 shares during the period. iShares Core U.S. REIT ETF makes up about 6.0% of Heritage Financial Services LLC’s portfolio, making the stock its 5th biggest position. Heritage Financial Services LLC owned about 1.68% of iShares Core U.S. REIT ETF worth $45,193,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. Opal Wealth Advisors LLC purchased a new position in iShares Core U.S. REIT ETF during the second quarter valued at approximately $26,000. Atwood & Palmer Inc. purchased a new position in iShares Core U.S. REIT ETF during the second quarter valued at approximately $27,000. Ridgewood Investments LLC purchased a new position in iShares Core U.S. REIT ETF during the second quarter valued at approximately $33,000. Fairscale Capital LLC purchased a new stake in shares of iShares Core U.S. REIT ETF in the second quarter valued at approximately $51,000. Finally, Concourse Financial Group Securities Inc. purchased a new stake in shares of iShares Core U.S. REIT ETF in the first quarter valued at approximately $100,000.

iShares Core U.S. REIT ETF Price Performance

iShares Core U.S. REIT ETF stock opened at $61.31 on Friday. The stock has a market capitalization of $2.67 billion, a PE ratio of 26.47 and a beta of 0.97. iShares Core U.S. REIT ETF has a 12 month low of $43.76 and a 12 month high of $62.94. The business has a 50 day simple moving average of $60.73 and a 200-day simple moving average of $55.93.

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.