Mission Wealth Management LP Increases Position in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Mission Wealth Management LP boosted its position in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 0.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 505,944 shares of the company’s stock after acquiring an additional 3,580 shares during the quarter. iShares Core U.S. REIT ETF accounts for approximately 0.7% of Mission Wealth Management LP’s portfolio, making the stock its 25th largest holding. Mission Wealth Management LP owned about 1.16% of iShares Core U.S. REIT ETF worth $28,996,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in USRT. Cascade Wealth Advisors Inc boosted its holdings in shares of iShares Core U.S. REIT ETF by 11.1% in the 4th quarter. Cascade Wealth Advisors Inc now owns 42,967 shares of the company’s stock worth $2,462,000 after purchasing an additional 4,295 shares in the last quarter. Jones Financial Companies Lllp lifted its position in iShares Core U.S. REIT ETF by 66.3% in the 4th quarter. Jones Financial Companies Lllp now owns 37,009 shares of the company’s stock worth $2,121,000 after buying an additional 14,760 shares during the last quarter. Cape Investment Advisory Inc. boosted its stake in iShares Core U.S. REIT ETF by 154.2% in the fourth quarter. Cape Investment Advisory Inc. now owns 1,337 shares of the company’s stock worth $77,000 after buying an additional 811 shares in the last quarter. US Bancorp DE grew its position in iShares Core U.S. REIT ETF by 3.3% during the fourth quarter. US Bancorp DE now owns 2,775,610 shares of the company’s stock valued at $159,070,000 after acquiring an additional 87,662 shares during the last quarter. Finally, MKD Wealth Coaches LLC purchased a new position in shares of iShares Core U.S. REIT ETF during the fourth quarter worth approximately $232,000.

iShares Core U.S. REIT ETF Stock Performance

Shares of USRT opened at $59.93 on Monday. iShares Core U.S. REIT ETF has a fifty-two week low of $49.12 and a fifty-two week high of $63.22. The firm has a market cap of $2.90 billion, a price-to-earnings ratio of 33.02 and a beta of 1.09. The firm has a 50 day moving average price of $57.83 and a 200-day moving average price of $59.60.

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.