RTD Financial Advisors Inc. Has $615,000 Stock Position in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

RTD Financial Advisors Inc. lowered its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 50.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 10,734 shares of the company’s stock after selling 10,819 shares during the quarter. RTD Financial Advisors Inc.’s holdings in iShares Core U.S. REIT ETF were worth $615,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in USRT. Fifth Third Bancorp bought a new stake in iShares Core U.S. REIT ETF in the 4th quarter valued at $25,000. Focused Wealth Management Inc acquired a new stake in shares of iShares Core U.S. REIT ETF in the 3rd quarter valued at about $30,000. Sanctuary Wealth Management L.L.C. bought a new stake in shares of iShares Core U.S. REIT ETF in the third quarter valued at about $50,000. Private Trust Co. NA lifted its holdings in shares of iShares Core U.S. REIT ETF by 496.0% in the third quarter. Private Trust Co. NA now owns 1,049 shares of the company’s stock valued at $65,000 after purchasing an additional 873 shares in the last quarter. Finally, Avior Wealth Management LLC boosted its position in shares of iShares Core U.S. REIT ETF by 57.0% during the third quarter. Avior Wealth Management LLC now owns 1,564 shares of the company’s stock worth $96,000 after buying an additional 568 shares during the period.

iShares Core U.S. REIT ETF Stock Performance

NYSEARCA:USRT opened at $58.20 on Friday. The company has a market cap of $2.54 billion, a PE ratio of 26.47 and a beta of 0.97. The stock has a 50-day simple moving average of $58.74 and a 200 day simple moving average of $59.24. iShares Core U.S. REIT ETF has a 52-week low of $49.12 and a 52-week high of $63.22.

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.