Adage Capital Partners
IYR icon

Adage Capital Partners’s iShares US Real Estate ETF IYR Stock Holding History

Adage Capital Partners’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-50,000
Closed -$4.25M – 896
2023
Q1 		$4.25M Buy
50,000
+40,000
+400% +$3.5M 0.01% 724
2022
Q4 		$842K Buy
+10,000
New +$840K ﹤0.01% 846
2013
Q4 		– Sell
-100,000
Closed -$6.38M – 700
2013
Q3 		$6.38M Buy
+100,000
New +$6.53M 0.02% 558

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WI
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Adage Capital Partners's IYR Position: Q2 2023 in Review

Adage Capital Partners sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 50,000 shares — an estimated $4.25M sold.

Adage Capital Partners first reported a position in IYR in Q3 2013 and held it in 3 quarters. The position peaked at $6.38M in Q3 2013. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

  • Adage Capital Partners reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Adage Capital Partners sold 50,000 iShares US Real Estate ETF shares in Q2 2023, an estimated $4.25M.
  • Adage Capital Partners first reported a position in iShares US Real Estate ETF in Q3 2013 and held it in 3 quarters.
  • Adage Capital Partners's iShares US Real Estate ETF position peaked at $6.38M in Q3 2013.
  • 481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Adage Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.