Sigma Planning Corp trimmed its holdings in iShares U.S. Real Estate ETF (NYSEARCA:IYR – Free Report) by 12.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,295 shares of the real estate investment trust’s stock after selling 318 shares during the period. Sigma Planning Corp’s holdings in iShares U.S. Real Estate ETF were worth $214,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also modified their holdings of the company. D.A. Davidson & CO. lifted its stake in shares of iShares U.S. Real Estate ETF by 4.0% in the third quarter. D.A. Davidson & CO. now owns 2,857 shares of the real estate investment trust’s stock worth $291,000 after buying an additional 111 shares during the last quarter. Unionview LLC lifted its stake in shares of iShares U.S. Real Estate ETF by 1.0% in the third quarter. Unionview LLC now owns 11,830 shares of the real estate investment trust’s stock worth $1,205,000 after buying an additional 113 shares during the last quarter. Arkansas Financial Group Inc. lifted its stake in shares of iShares U.S. Real Estate ETF by 0.3% in the fourth quarter. Arkansas Financial Group Inc. now owns 54,938 shares of the real estate investment trust’s stock worth $5,112,000 after buying an additional 140 shares during the last quarter. Spire Wealth Management raised its stake in iShares U.S. Real Estate ETF by 3.2% during the 4th quarter. Spire Wealth Management now owns 5,127 shares of the real estate investment trust’s stock valued at $477,000 after purchasing an additional 159 shares during the last quarter. Finally, Fairway Wealth LLC raised its stake in iShares U.S. Real Estate ETF by 0.5% during the 3rd quarter. Fairway Wealth LLC now owns 34,208 shares of the real estate investment trust’s stock valued at $3,485,000 after purchasing an additional 171 shares during the last quarter.
iShares U.S. Real Estate ETF Price Performance
NYSEARCA:IYR opened at $98.41 on Friday. The stock has a market cap of $4.06 billion, a P/E ratio of 34.21 and a beta of 1.07. iShares U.S. Real Estate ETF has a one year low of $81.25 and a one year high of $104.04. The company has a fifty day moving average price of $94.47 and a 200 day moving average price of $97.75.
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).
See Also
Want to see what other hedge funds are holding IYR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares U.S. Real Estate ETF (NYSEARCA:IYR – Free Report).
Receive News & Ratings for iShares U.S. Real Estate ETF Daily – Enter your email address below to receive a concise daily summary of the latest news and analysts’ ratings for iShares U.S. Real Estate ETF and related companies with MarketBeat.com’s FREE daily email newsletter.