iShares Core U.S. REIT ETF $USRT Shares Sold by Compound Planning Inc.

Compound Planning Inc. decreased its holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 7.5% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 141,106 shares of the company’s stock after selling 11,485 shares during the quarter. Compound Planning Inc.’s holdings in iShares Core U.S. REIT ETF were worth $8,037,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Morgan Stanley raised its holdings in iShares Core U.S. REIT ETF by 110.7% during the fourth quarter. Morgan Stanley now owns 2,164,347 shares of the company’s stock worth $123,281,000 after purchasing an additional 1,136,903 shares in the last quarter. Sumitomo Life Insurance Co. boosted its stake in iShares Core U.S. REIT ETF by 488.1% during the 3rd quarter. Sumitomo Life Insurance Co. now owns 282,300 shares of the company’s stock valued at $16,577,000 after purchasing an additional 234,300 shares in the last quarter. Smartleaf Asset Management LLC increased its position in shares of iShares Core U.S. REIT ETF by 8,980.6% during the 4th quarter. Smartleaf Asset Management LLC now owns 147,288 shares of the company’s stock valued at $8,454,000 after purchasing an additional 145,666 shares during the period. Northwestern Mutual Wealth Management Co. increased its position in shares of iShares Core U.S. REIT ETF by 9.1% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 1,748,498 shares of the company’s stock valued at $102,672,000 after purchasing an additional 145,652 shares during the period. Finally, Wealthcare Advisory Partners LLC bought a new stake in shares of iShares Core U.S. REIT ETF in the 4th quarter worth $5,734,000.

iShares Core U.S. REIT ETF Stock Performance

USRT opened at $64.66 on Friday. The company has a market capitalization of $3.78 billion, a PE ratio of 35.32 and a beta of 0.97. The stock’s fifty day moving average is $64.49 and its 200-day moving average is $61.19. iShares Core U.S. REIT ETF has a one year low of $55.34 and a one year high of $67.00.

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.