Peak Financial Management Inc. Buys 808 Shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Peak Financial Management Inc. raised its holdings in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 0.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 91,607 shares of the company’s stock after acquiring an additional 808 shares during the quarter. iShares Core U.S. REIT ETF makes up about 1.6% of Peak Financial Management Inc.’s investment portfolio, making the stock its 22nd biggest position. Peak Financial Management Inc. owned about 0.21% of iShares Core U.S. REIT ETF worth $5,250,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Aptus Capital Advisors LLC raised its stake in 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 valued at $1,115,000 after purchasing an additional 243 shares during the period. Kohmann Bosshard Financial Services LLC raised its position in shares of iShares Core U.S. REIT ETF by 1.1% during the third quarter. Kohmann Bosshard Financial Services LLC now owns 35,969 shares of the company’s stock valued at $2,215,000 after buying an additional 375 shares during the last quarter. Flagship Harbor Advisors LLC lifted 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 worth $312,000 after buying an additional 384 shares in the last quarter. Concourse Financial Group Securities Inc. boosted its position in shares of iShares Core U.S. REIT ETF by 15.1% during the third quarter. Concourse Financial Group Securities Inc. now owns 3,019 shares of the company’s stock worth $186,000 after acquiring an additional 395 shares during the last quarter. Finally, Fifth Third Bancorp purchased a new position in iShares Core U.S. REIT ETF during the fourth quarter valued at $25,000.

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

Shares of USRT stock opened at $58.20 on Monday. The company’s fifty day simple moving average is $58.74 and its two-hundred day simple moving average is $59.28. 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 cap of $2.54 billion, a P/E ratio of 26.47 and a beta of 0.97.

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.