Helen Stephens Group LLC Has $655,000 Stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Helen Stephens Group LLC decreased its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 5.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,428 shares of the company’s stock after selling 669 shares during the period. Helen Stephens Group LLC’s holdings in iShares Core U.S. REIT ETF were worth $655,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. US Bancorp DE grew its position in shares of iShares Core U.S. REIT ETF by 1.5% during the 3rd quarter. US Bancorp DE now owns 2,687,948 shares of the company’s stock worth $165,497,000 after buying an additional 39,016 shares during the period. Northwestern Mutual Wealth Management Co. boosted its stake in shares of iShares Core U.S. REIT ETF by 5.6% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,093,235 shares of the company’s stock worth $58,554,000 after buying an additional 58,262 shares during the last quarter. Heritage Financial Services LLC grew its stake in iShares Core U.S. REIT ETF by 2.6% in the 3rd quarter. Heritage Financial Services LLC now owns 734,016 shares of the company’s stock valued at $45,193,000 after purchasing an additional 18,846 shares during the period. Thrivent Financial for Lutherans grew its position in iShares Core U.S. REIT ETF by 32.1% during the second quarter. Thrivent Financial for Lutherans now owns 650,759 shares of the company’s stock valued at $34,855,000 after buying an additional 158,072 shares during the period. Finally, Kestra Investment Management LLC purchased a new stake in shares of iShares Core U.S. REIT ETF during the 3rd quarter worth approximately $33,794,000.

iShares Core U.S. REIT ETF Price Performance

Shares of USRT opened at $57.20 on Friday. The firm has a market cap of $2.49 billion, a PE ratio of 26.47 and a beta of 0.97. iShares Core U.S. REIT ETF has a 1 year low of $49.12 and a 1 year high of $63.22. The stock’s fifty day moving average price is $58.98 and its two-hundred day moving average price is $59.05.

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.