Halbert Hargrove Global Advisors LLC Purchases New Holdings in iShares Core U.S. REIT ETF $USRT

Halbert Hargrove Global Advisors LLC acquired a new stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired 11,117 shares of the company’s stock, valued at approximately $685,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in USRT. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in shares of iShares Core U.S. REIT ETF in the 4th quarter valued at about $38,000. SHP Wealth Management purchased a new position in iShares Core U.S. REIT ETF during the fourth quarter valued at approximately $46,000. Western Wealth Management LLC purchased a new position in iShares Core U.S. REIT ETF during the first quarter valued at approximately $65,000. First Horizon Corp acquired a new position in iShares Core U.S. REIT ETF in the first quarter valued at approximately $65,000. Finally, Compass Financial Management LLC acquired a new position in shares of iShares Core U.S. REIT ETF in the 2nd quarter valued at $78,000.

iShares Core U.S. REIT ETF Price Performance

Shares of USRT stock opened at $62.05 on Friday. The stock has a 50 day simple moving average of $64.32 and a 200-day simple moving average of $64.95. iShares Core U.S. REIT ETF has a 1-year low of $56.44 and a 1-year high of $70.09. The company has a market cap of $4.23 billion, a price-to-earnings ratio of 35.32 and a beta of 0.95.

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.