iShares Core U.S. REIT ETF (USRT)
Bank of America Corp DE Sells 841,640 Shares of iShares Core U.S. REIT ETF $USRT
Bank of America Corp DE trimmed its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 58.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 591,718 shares of the company's stock after selling 841,640 shares during
Ashton Thomas Securities LLC Makes New Investment in iShares Core U.S. REIT ETF $USRT
Ashton Thomas Securities LLC purchased a new position in iShares Core U.S. REIT ETF (NYSEARCA:USRT) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 35,423 shares of the company's stock, valued at approximately $2,097,000. Ashton Thomas Securities LLC owned approximately 0.06% of iShares
USRT: Diving Into REITs' Big YTD Alpha, And Why More Upside Is Ahead
iShares Core US REIT ETF is upgraded to buy, reflecting strong YTD outperformance and a reasonable valuation. USRT benefits from declining Fed rate hike expectations, robust relative strength, and technical momentum with a breakout above key resistance. The ETF offers a 2.54% dividend yield, a low 0.08% expense ratio, and concentrated exposure—top 10 holdings comprise 48% of assets.
USRT's 19-Year Dividend Streak Survives Downturns, But Legislative Risks Loom Large
The iShares Core U.S. REIT ETF (NYSEARCA:USRT | USRT Price Prediction) is BlackRock's broad pass-through to the U.S.
USRT: Limited Upside As Valuations Stretch, Rates Stay Elevated
iShares Core REIT ETF remains a hold due to stretched valuations in top holdings and limited income advantage versus alternatives. USRT's leading REITs—Welltower, Prologis, and Equinix—are priced for perfection, with high P/AFFO multiples and recent sharp price appreciation. Elevated interest rates and opportunity cost versus bonds or high-yield savings accounts constrain USRT's outlook for income-focused investors.
iShares Core U.S. REIT ETF (NYSEARCA:USRT) Reaches New 52-Week High – Here’s Why
iShares Core U.S. REIT ETF (NYSEARCA:USRT - Get Free Report)'s share price hit a new 52-week high during mid-day trading on Friday. The company traded as high as $63.90 and last traded at $63.78, with a volume of 4756 shares. The stock had previously closed at $63.01. iShares Core U.S. REIT ETF Price Performance
Glenmede Investment Management LP Grows Stock Position in iShares Core U.S. REIT ETF $USRT
Glenmede Investment Management LP raised its holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 4.8% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,673,789 shares of the company's stock after purchasing an additional 76,496 shares during the
HighTower Advisors LLC Purchases 93,867 Shares of iShares Core U.S. REIT ETF $USRT
HighTower Advisors LLC lifted its position in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 21.9% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 523,132 shares of the company's stock after acquiring an additional 93,867 shares during
Cerity Partners LLC Raises Position in iShares Core U.S. REIT ETF $USRT
Cerity Partners LLC increased its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 3.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 870,659 shares of the company's stock after buying an additional 31,328 shares during the quarter. Cerity Partners
iShares Core U.S. REIT ETF $USRT Shares Bought by Cornerstone Management Inc.
Cornerstone Management Inc. lifted its holdings in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 16.1% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 147,076 shares of the company's stock after purchasing an additional 20,449 shares during the quarter. iShares
iShares Core U.S. REIT ETF $USRT Shares Sold by Corient Private Wealth LLC
Corient Private Wealth LLC trimmed its position in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 1.4% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 659,176 shares of the company's stock after selling 9,507 shares during the quarter. Corient Private Wealth
iShares Core U.S. REIT ETF $USRT Shares Sold by Blueprint Financial Advisors LLC
Blueprint Financial Advisors LLC lowered its position in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 43.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 71,167 shares of the company's stock after selling 53,932 shares during the period. iShares
USRT: Hold For Resilient Returns In A Volatile REIT Market
I rate USRT as a hold: it's diversified, low-cost, and steady, but lacks compelling growth to justify a buy rating right now. USRT offers sectoral diversification and exposure to resilient trends like logistics, senior housing, retail, multifamily, and data centers, enhancing portfolio resilience. Despite industry-leading low volatility and decent returns, USRT's performance doesn't significantly outpace risk free assets, making it less attractive in a high-rate environment.
USRT: Binary Outcomes Based On Possible Nadir In CPI (Rating Downgrade)
The demand side has been fine, but the underperformance of some constituent parts shows that it's down to costs of capital and, therefore, inflation assumptions. The CPI reading was cool, and the continued fall in oil prices could mean meaningful help to upcoming readings that could counteract otherwise troublesome inflation expectations surveys. Inflation expectations are back to local records, and therefore we avoid iShares Core U.S. REIT ETF and other REIT bets for now, though we think the coming CPI will surprise markets.
USRT: Large Cap U.S. REITs Likely To Trail Small Peers In 2025
The iShares Core U.S. REIT ETF tracks 134 U.S. REITs with a focus on large capitalization REITs. Wall Street estimates suggest USRT's top 10 holdings offer a modest upside in 2025. For 2025, I believe USRT should deliver a total return marginally above 7%.
USRT: Do Not Ignore The Risk Of Recession
USRT invests in U.S. REITs, historically underperforming in economic recessions and sensitive to rate changes. USRT's fund price has stagnated in the past 3 years, negatively impacted by elevated rates. Anticipated rate cuts may not benefit USRT if driven by a weakening economy, suggesting caution for investors.
USRT: REIT Fans Claim 3 Reasons To Buy - I'm Not Convinced
iShares Core U.S. REIT ETF (USRT) warrants a hold rating due to lack of convincing reasons to buy. REITs have underperformed the market and face challenges in the post-COVID environment including work-from-home policies and an increase in online retail. While the U.S. Federal Reserve may not increase interest rates, a significant reduction back to pre-pandemic levels is unlikely.
USRT: A Closer Look At This Top Performer
The iShares Core U.S. REIT ETF has been the best-performing REIT ETF over the last three years. This period does not include the sharp sell off in 2020. USRT's exposure and diversification meant it performed poorly in 2020 compared to XLRE.
USRT: A Good Time For REITs To Outperform
Federal Reserve's decision to stop hiking rates could benefit Real Estate Investment Trusts. iShares Core U.S. REIT ETF is a recommended fund for investing in the REIT sector. USRT offers diversified exposure, low expense ratio, and steady yield but has sector concentration and underperformance risks.
3 REIT ETFs: A Call On A Rate Cut Next Year
Entry point alone, with VNQ down 30% could beat the market in the next decade with the current massive, growing dividend yield. REITs are the most interest rate sensitive sector of the economy, and the government will eventually need to lower rates to fuel their own expansion. Vanguard is my favorite ETF operator and the one private asset manager without the pressure of corporate profitability.