Financial & Tax Architects LLC Invests $20.41 Million in iShares Core U.S. REIT ETF $USRT

Financial & Tax Architects LLC purchased a new stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 347,503 shares of the company’s stock, valued at approximately $20,405,000. iShares Core U.S. REIT ETF comprises 4.5% of Financial & Tax Architects LLC’s investment portfolio, making the stock its 5th largest position.

A number of other hedge funds have also recently bought and sold shares of the business. HORAN Wealth LLC purchased a new stake in iShares Core U.S. REIT ETF during the 3rd quarter worth approximately $226,000. Post Resch Tallon Group Inc. boosted its stake in shares of iShares Core U.S. REIT ETF by 2.8% during the 3rd quarter. Post Resch Tallon Group Inc. now owns 36,254 shares of the company’s stock valued at $2,129,000 after buying an additional 997 shares during the last quarter. Ashton Thomas Private Wealth LLC acquired a new stake in shares of iShares Core U.S. REIT ETF during the third quarter worth approximately $213,000. Mission Wealth Management LP increased its stake in shares of iShares Core U.S. REIT ETF by 2.4% in the third quarter. Mission Wealth Management LP now owns 524,692 shares of the company’s stock worth $30,810,000 after buying an additional 12,263 shares during the last quarter. Finally, Jones Financial Companies Lllp increased its stake in shares of iShares Core U.S. REIT ETF by 26.1% in the third quarter. Jones Financial Companies Lllp now owns 59,748 shares of the company’s stock worth $3,482,000 after buying an additional 12,378 shares during the last quarter.

iShares Core U.S. REIT ETF Price Performance

NYSEARCA USRT opened at $59.50 on Friday. iShares Core U.S. REIT ETF has a 12 month low of $48.47 and a 12 month high of $60.63. The company has a market capitalization of $3.39 billion, a price-to-earnings ratio of 35.32 and a beta of 1.02. The company’s fifty day moving average price is $57.87 and its two-hundred day moving average price is $57.85.

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.