iShares U.S. Real Estate ETF (NYSEARCA:IYR) Shares Bought by Naviter Wealth LLC

Naviter Wealth LLC raised its position in iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 215.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 20,335 shares of the real estate investment trust’s stock after purchasing an additional 13,883 shares during the quarter. Naviter Wealth LLC owned about 0.06% of iShares U.S. Real Estate ETF worth $1,892,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently made changes to their positions in the company. JPMorgan Chase & Co. boosted its holdings in shares of iShares U.S. Real Estate ETF by 140.7% in the third quarter. JPMorgan Chase & Co. now owns 413,325 shares of the real estate investment trust’s stock valued at $42,106,000 after acquiring an additional 241,586 shares in the last quarter. Franklin Resources Inc. boosted its holdings in shares of iShares U.S. Real Estate ETF by 19.1% in the third quarter. Franklin Resources Inc. now owns 2,031 shares of the real estate investment trust’s stock valued at $203,000 after acquiring an additional 325 shares in the last quarter. Principal Securities Inc. boosted its holdings in shares of iShares U.S. Real Estate ETF by 67.9% in the fourth quarter. Principal Securities Inc. now owns 2,465 shares of the real estate investment trust’s stock valued at $229,000 after acquiring an additional 997 shares in the last quarter. Principal Financial Group Inc. bought a new position in shares of iShares U.S. Real Estate ETF in the fourth quarter valued at approximately $4,176,000. Finally, Oppenheimer & Co. Inc. boosted its holdings in shares of iShares U.S. Real Estate ETF by 5.6% in the fourth quarter. Oppenheimer & Co. Inc. now owns 3,877 shares of the real estate investment trust’s stock valued at $361,000 after acquiring an additional 207 shares in the last quarter.

iShares U.S. Real Estate ETF Price Performance

iShares U.S. Real Estate ETF stock opened at $96.97 on Friday. The firm has a 50 day simple moving average of $94.93 and a 200-day simple moving average of $97.80. The stock has a market capitalization of $4.00 billion, a PE ratio of 34.21 and a beta of 1.07. iShares U.S. Real Estate ETF has a 12-month low of $81.25 and a 12-month high of $104.04.

iShares U.S. Real Estate ETF Profile

iShares U.S. Real Estate ETF, formerly iShares Dow Jones U.S. Real Estate Index Fund (the Fund), is a non-diversified fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Real Estate Index (the Index). The Index measures the performance of the real estate sector of the United States equity market, and includes companies in the industry groups, such as real estate holding and development and real estate investment trusts (REITs).