SJA Financial Advisory LLC Has $1.80 Million Position in iShares US Real Estate ETF (NYSEARCA:IYR)

SJA Financial Advisory LLC lowered its stake in shares of iShares US Real Estate ETF (NYSEARCA:IYR) by 3.4% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 20,558 shares of the real estate investment trust’s stock after selling 719 shares during the period. iShares US Real Estate ETF comprises about 1.4% of SJA Financial Advisory LLC’s investment portfolio, making the stock its 19th biggest holding. SJA Financial Advisory LLC’s holdings in iShares US Real Estate ETF were worth $1,795,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently modified their holdings of the company. Flagship Harbor Advisors LLC boosted its stake in shares of iShares US Real Estate ETF by 33.7% during the 1st quarter. Flagship Harbor Advisors LLC now owns 536 shares of the real estate investment trust’s stock valued at $46,000 after buying an additional 135 shares during the period. RPg Family Wealth Advisory LLC lifted its stake in shares of iShares US Real Estate ETF by 110.2% in the 1st quarter. RPg Family Wealth Advisory LLC now owns 576 shares of the real estate investment trust’s stock valued at $50,000 after purchasing an additional 302 shares during the last quarter. Gradient Investments LLC lifted its stake in shares of iShares US Real Estate ETF by 95.8% in the 2nd quarter. Gradient Investments LLC now owns 783 shares of the real estate investment trust’s stock valued at $68,000 after purchasing an additional 383 shares during the last quarter. Covenant Multifamily Offices LLC acquired a new stake in shares of iShares US Real Estate ETF in the 1st quarter valued at $76,000. Finally, CWM LLC lifted its stake in shares of iShares US Real Estate ETF by 21.1% in the 2nd quarter. CWM LLC now owns 1,308 shares of the real estate investment trust’s stock valued at $114,000 after purchasing an additional 228 shares during the last quarter.

Shares of IYR stock traded up $0.84 on Friday, hitting $91.55. The company’s stock had a trading volume of 496,890 shares, compared to its average volume of 7,764,944. iShares US Real Estate ETF has a fifty-two week low of $71.41 and a fifty-two week high of $91.70. The firm’s fifty day moving average price is $89.40 and its 200-day moving average price is $87.24.



iShares US 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).

Further Reading: Understanding Price to Earnings Ratio (PE)

Want to see what other hedge funds are holding IYR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares US Real Estate ETF (NYSEARCA:IYR).

Institutional Ownership by Quarter for iShares US Real Estate ETF (NYSEARCA:IYR)

Receive News & Ratings for iShares US Real Estate ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares US Real Estate ETF and related companies with MarketBeat.com's FREE daily email newsletter.