Atria Wealth Solutions Inc. Has $497,000 Stake in iShares U.S. Real Estate ETF (NYSEARCA:IYR)

Atria Wealth Solutions Inc. lifted its holdings in iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 4.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,442 shares of the real estate investment trust’s stock after acquiring an additional 221 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in iShares U.S. Real Estate ETF were worth $497,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of IYR. Morgan Stanley boosted its stake in iShares U.S. Real Estate ETF by 28.4% in the third quarter. Morgan Stanley now owns 4,674,805 shares of the real estate investment trust’s stock worth $365,289,000 after purchasing an additional 1,033,819 shares in the last quarter. WealthNavi Inc. lifted its position in iShares U.S. Real Estate ETF by 1.5% during the 4th quarter. WealthNavi Inc. now owns 3,910,049 shares of the real estate investment trust’s stock worth $357,418,000 after buying an additional 57,509 shares in the last quarter. Citigroup Inc. grew its holdings in iShares U.S. Real Estate ETF by 592.7% during the 3rd quarter. Citigroup Inc. now owns 1,034,769 shares of the real estate investment trust’s stock worth $80,857,000 after acquiring an additional 1,244,785 shares during the last quarter. Stifel Financial Corp increased its position in iShares U.S. Real Estate ETF by 0.6% in the 3rd quarter. Stifel Financial Corp now owns 648,020 shares of the real estate investment trust’s stock valued at $50,636,000 after acquiring an additional 3,760 shares in the last quarter. Finally, Money Design Co. Ltd. raised its stake in shares of iShares U.S. Real Estate ETF by 11.8% in the third quarter. Money Design Co. Ltd. now owns 444,514 shares of the real estate investment trust’s stock worth $34,734,000 after acquiring an additional 46,742 shares during the last quarter.

iShares U.S. Real Estate ETF Price Performance

IYR opened at $84.46 on Monday. The stock has a market capitalization of $3.68 billion, a P/E ratio of 25.26 and a beta of 0.99. The company’s 50 day simple moving average is $86.75 and its 200-day simple moving average is $85.84. iShares U.S. Real Estate ETF has a one year low of $72.88 and a one year high of $92.85.

About iShares U.S. Real Estate ETF

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).