Perigon Wealth Management LLC Increases Stock Holdings in iShares U.S. Real Estate ETF (NYSEARCA:IYR)

Perigon Wealth Management LLC increased its position in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 117.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 5,651 shares of the real estate investment trust’s stock after acquiring an additional 3,051 shares during the period. Perigon Wealth Management LLC’s holdings in iShares U.S. Real Estate ETF were worth $517,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of IYR. WealthNavi Inc. increased its position in shares of 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 valued at $357,418,000 after purchasing an additional 57,509 shares during the last quarter. Cerity Partners LLC grew its stake in shares of iShares U.S. Real Estate ETF by 7.7% during the fourth quarter. Cerity Partners LLC now owns 62,090 shares of the real estate investment trust’s stock valued at $5,676,000 after buying an additional 4,446 shares during the last quarter. Aspiriant LLC purchased a new position in shares of iShares U.S. Real Estate ETF in the fourth quarter worth about $906,000. Jmac Enterprises LLC boosted its holdings in iShares U.S. Real Estate ETF by 11.3% during the 4th quarter. Jmac Enterprises LLC now owns 11,573 shares of the real estate investment trust’s stock valued at $1,058,000 after acquiring an additional 1,174 shares during the period. Finally, Geneos Wealth Management Inc. increased its stake in iShares U.S. Real Estate ETF by 0.5% in the 4th quarter. Geneos Wealth Management Inc. now owns 56,339 shares of the real estate investment trust’s stock worth $5,150,000 after purchasing an additional 281 shares during the period.

iShares U.S. Real Estate ETF Stock Performance

Shares of iShares U.S. Real Estate ETF stock opened at $83.42 on Tuesday. iShares U.S. Real Estate ETF has a 52-week low of $72.88 and a 52-week high of $92.85. The company’s 50 day moving average price is $87.89 and its 200-day moving average price is $85.31. The stock has a market capitalization of $4.01 billion, a price-to-earnings ratio of 26.96 and a beta of 0.97.

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).