iShares U.S. Real Estate ETF (NYSEARCA:IYR) Holdings Trimmed by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC reduced its stake in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYRFree Report) by 2.7% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,560 shares of the real estate investment trust’s stock after selling 180 shares during the period. Valeo Financial Advisors LLC’s holdings in iShares U.S. Real Estate ETF were worth $557,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of IYR. Barclays PLC grew its holdings in shares of iShares U.S. Real Estate ETF by 59.1% during the 4th quarter. Barclays PLC now owns 6,614,621 shares of the real estate investment trust’s stock valued at $556,885,000 after acquiring an additional 2,456,124 shares in the last quarter. Bank of Nova Scotia acquired a new stake in shares of iShares U.S. Real Estate ETF in the 4th quarter valued at $101,028,000. UBS Asset Management Americas Inc. acquired a new stake in shares of iShares U.S. Real Estate ETF in the 3rd quarter valued at $26,878,000. WealthNavi Inc. lifted its stake in shares of iShares U.S. Real Estate ETF by 10.6% in the 1st quarter. WealthNavi Inc. now owns 3,376,754 shares of the real estate investment trust’s stock valued at $286,686,000 after purchasing an additional 324,761 shares during the last quarter. Finally, CI Private Wealth LLC acquired a new stake in shares of iShares U.S. Real Estate ETF in the 4th quarter valued at $26,282,000.

iShares U.S. Real Estate ETF Trading Up 0.2 %

IYR stock opened at $85.25 on Thursday. iShares U.S. Real Estate ETF has a 1 year low of $75.66 and a 1 year high of $103.36. The company has a fifty day simple moving average of $83.79 and a 200 day simple moving average of $85.67. The firm has a market cap of $2.82 billion, a PE ratio of 28.43 and a beta of 0.91.

iShares U.S. Real Estate ETF Profile

(Free Report)

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).

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Institutional Ownership by Quarter for iShares U.S. Real Estate ETF (NYSEARCA:IYR)

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