Synergy Investment Management LLC Purchases Shares of 729 iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Synergy Investment Management LLC purchased a new stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 729 shares of the company’s stock, valued at approximately $42,000.

Several other institutional investors have also added to or reduced their stakes in the company. Landmark Wealth Management LLC lifted its position in shares of iShares Core U.S. REIT ETF by 3.3% in the 4th quarter. Landmark Wealth Management LLC now owns 6,620 shares of the company’s stock worth $379,000 after purchasing an additional 211 shares during the period. Stratos Wealth Partners LTD. lifted its position in shares of iShares Core U.S. REIT ETF by 1.6% in the 4th quarter. Stratos Wealth Partners LTD. now owns 15,333 shares of the company’s stock worth $879,000 after purchasing an additional 237 shares during the period. Aptus Capital Advisors LLC lifted its position in shares of iShares Core U.S. REIT ETF by 1.4% in the 3rd quarter. Aptus Capital Advisors LLC now owns 18,103 shares of the company’s stock worth $1,115,000 after purchasing an additional 243 shares during the period. Epiq Partners LLC lifted its position in shares of iShares Core U.S. REIT ETF by 9.3% in the 4th quarter. Epiq Partners LLC now owns 4,000 shares of the company’s stock worth $229,000 after purchasing an additional 341 shares during the period. Finally, Flagship Harbor Advisors LLC lifted its position in shares of iShares Core U.S. REIT ETF by 7.6% in the 4th quarter. Flagship Harbor Advisors LLC now owns 5,445 shares of the company’s stock worth $312,000 after purchasing an additional 384 shares during the period.

iShares Core U.S. REIT ETF Trading Up 1.1 %

NYSEARCA:USRT opened at $60.15 on Thursday. The company has a 50-day moving average price of $57.94 and a 200-day moving average price of $59.63. iShares Core U.S. REIT ETF has a 12 month low of $49.12 and a 12 month high of $63.22. The stock has a market cap of $2.91 billion, a price-to-earnings ratio of 33.02 and a beta of 1.09.

iShares Core U.S. REIT ETF Company Profile

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.