Global Retirement Partners LLC Has $1.95 Million Position in iShares U.S. Real Estate ETF $IYR

Global Retirement Partners LLC cut its position in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 30.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 20,062 shares of the real estate investment trust’s stock after selling 8,948 shares during the quarter. Global Retirement Partners LLC owned 0.05% of iShares U.S. Real Estate ETF worth $1,948,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its holdings in shares of iShares U.S. Real Estate ETF by 19.8% during the 4th quarter. Brighton Jones LLC now owns 2,815 shares of the real estate investment trust’s stock worth $262,000 after purchasing an additional 466 shares in the last quarter. Baird Financial Group Inc. lifted its position in iShares U.S. Real Estate ETF by 0.8% in the first quarter. Baird Financial Group Inc. now owns 14,942 shares of the real estate investment trust’s stock worth $1,431,000 after purchasing an additional 113 shares during the period. EP Wealth Advisors LLC boosted its stake in iShares U.S. Real Estate ETF by 70.8% during the first quarter. EP Wealth Advisors LLC now owns 2,438 shares of the real estate investment trust’s stock worth $233,000 after buying an additional 1,011 shares in the last quarter. Faithward Advisors LLC increased its holdings in iShares U.S. Real Estate ETF by 13.9% in the 1st quarter. Faithward Advisors LLC now owns 8,230 shares of the real estate investment trust’s stock valued at $788,000 after buying an additional 1,004 shares during the period. Finally, SCS Capital Management LLC raised its stake in shares of iShares U.S. Real Estate ETF by 82.5% in the 1st quarter. SCS Capital Management LLC now owns 63,314 shares of the real estate investment trust’s stock valued at $6,062,000 after buying an additional 28,619 shares in the last quarter. 98.41% of the stock is currently owned by institutional investors.

iShares U.S. Real Estate ETF Stock Performance

NYSEARCA:IYR opened at $94.79 on Wednesday. The company has a 50-day moving average of $94.74 and a 200-day moving average of $95.69. iShares U.S. Real Estate ETF has a 52 week low of $81.53 and a 52 week high of $99.62. The company has a market capitalization of $4.40 billion, a price-to-earnings ratio of 35.41 and a beta of 1.01.

About iShares U.S. Real Estate ETF

iShares U.S. Real Estate ETF, formerly iShares Dow Jones U.S. Real Estate Index Fund (the Fund), is a non-diversified fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Real Estate Index (the Index). The Index measures the performance of the real estate sector of the United States equity market, and includes companies in the industry groups, such as real estate holding and development and real estate investment trusts (REITs).