Landmark Wealth Management LLC Has $379,000 Stock Holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Landmark Wealth Management LLC increased its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 3.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,620 shares of the company’s stock after acquiring an additional 211 shares during the quarter. Landmark Wealth Management LLC’s holdings in iShares Core U.S. REIT ETF were worth $379,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. YHB Investment Advisors Inc. lifted its position in shares of iShares Core U.S. REIT ETF by 50.1% in the 4th quarter. YHB Investment Advisors Inc. now owns 9,533 shares of the company’s stock worth $546,000 after purchasing an additional 3,184 shares during the period. BankPlus Wealth Management LLC acquired a new position in iShares Core U.S. REIT ETF in the fourth quarter valued at $200,000. Epiq Partners LLC raised 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 acquiring an additional 341 shares in the last quarter. Trust Co of Tennessee lifted its stake in shares of iShares Core U.S. REIT ETF by 2.0% in the 4th quarter. Trust Co of Tennessee now owns 1,163,734 shares of the company’s stock valued at $66,692,000 after purchasing an additional 22,723 shares during the period. Finally, Kingswood Wealth Advisors LLC bought a new stake in shares of iShares Core U.S. REIT ETF during the 4th quarter valued at about $275,000.

iShares Core U.S. REIT ETF Stock Up 0.8 %

Shares of USRT stock opened at $58.69 on Tuesday. iShares Core U.S. REIT ETF has a 52 week low of $49.12 and a 52 week high of $63.22. The company has a market cap of $2.56 billion, a price-to-earnings ratio of 26.47 and a beta of 0.97. The firm has a 50 day moving average of $58.70 and a 200-day moving average of $59.30.

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.