Jacobi Capital Management LLC Has $9.35 Million Holdings in iShares U.S. Real Estate ETF (NYSEARCA:IYR)

Jacobi Capital Management LLC reduced its position in iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 0.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 100,452 shares of the real estate investment trust’s stock after selling 375 shares during the period. iShares U.S. Real Estate ETF comprises about 0.7% of Jacobi Capital Management LLC’s holdings, making the stock its 21st largest position. Jacobi Capital Management LLC owned approximately 0.30% of iShares U.S. Real Estate ETF worth $9,348,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of IYR. Allspring Global Investments Holdings LLC acquired a new position in iShares U.S. Real Estate ETF in the 3rd quarter worth about $69,000. International Assets Investment Management LLC boosted its stake in shares of iShares U.S. Real Estate ETF by 10,087.1% during the 3rd quarter. International Assets Investment Management LLC now owns 43,397 shares of the real estate investment trust’s stock worth $4,421,000 after acquiring an additional 42,971 shares in the last quarter. Arkadios Wealth Advisors bought a new stake in shares of iShares U.S. Real Estate ETF during the 3rd quarter worth about $205,000. Gladstone Institutional Advisory LLC bought a new stake in shares of iShares U.S. Real Estate ETF during the 3rd quarter worth about $441,000. Finally, Clear Creek Financial Management LLC boosted its stake in shares of iShares U.S. Real Estate ETF by 161.0% during the 3rd quarter. Clear Creek Financial Management LLC now owns 18,169 shares of the real estate investment trust’s stock worth $1,851,000 after acquiring an additional 11,208 shares in the last quarter.

iShares U.S. Real Estate ETF Stock Performance

IYR opened at $98.41 on Friday. The stock has a 50-day moving average of $94.47 and a 200-day moving average of $97.73. iShares U.S. Real Estate ETF has a 52-week low of $81.25 and a 52-week high of $104.04. The company has a market cap of $4.06 billion, a PE ratio of 34.21 and a beta of 1.07.

iShares U.S. Real Estate ETF Company 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).