Adelante Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Adelante Capital Management’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
2021 Q1	–	Sell	-4,530	Closed	-$389K	–	38
2020 Q4	$389K	Buy	+4,530	New	+$377K	0.03%	39
2019 Q1	–	Sell	-683	Closed	-$51K	–	42
2018 Q4	$51K	Buy	683 +412	+152%	+$32.4K	﹤0.01%	44
2018 Q3	$21.7M	Buy	+271	New	+$22.1K	1.22%	31
2018 Q1	–	Sell	-38,857	Closed	-$3.15M	–	42
2017 Q4	$3.15M	Buy	+38,857	New	+$3.15M	0.17%	38
2017 Q1	–	Sell	-14,010	Closed	-$1.08M	–	43
2016 Q4	$1.08M	Buy	+14,010	New	+$1.06M	0.05%	41
2016 Q1	–	Sell	-103,430	Closed	-$7.76M	–	44
2015 Q4	$7.76M	Buy	103,430 +94,030	+1,000%	+$7.02M	0.36%	37
2015 Q3	$667K	Buy	9,400 +5,165	+122%	+$376K	0.03%	40
2015 Q2	$302K	Sell	4,235 -12,765	-75%	-$968K	0.02%	41
2015 Q1	$1.35M	Buy	+17,000	New	+$1.36M	0.06%	40
2014 Q1	–	Sell	-423	Closed	-$27K	–	42
2013 Q4	$27K	Buy	+423	New	+$27.2K	﹤0.01%	42

Other funds holding IYR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Adelante Capital Management's IYR Position: Q1 2021 in Review

Adelante Capital Management sold out of iShares US Real Estate ETF (IYR) in Q1 2021, closing a stake of 4,530 shares — an estimated $389K sold.

Adelante Capital Management first reported a position in IYR in Q4 2013 and held it in 10 quarters. The position peaked at $21.7M in Q3 2018. 436 funds tracked by Wall St. Rank hold IYR as of Q1 2021.

Adelante Capital Management reported no remaining iShares US Real Estate ETF position as of Q1 2021 after selling out during the quarter.
Adelante Capital Management sold 4,530 iShares US Real Estate ETF shares in Q1 2021, an estimated $389K.
Adelante Capital Management first reported a position in iShares US Real Estate ETF in Q4 2013 and held it in 10 quarters.
Adelante Capital Management's iShares US Real Estate ETF position peaked at $21.7M in Q3 2018.
436 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2021.

Based on Adelante Capital Management's 13F filing for Q1 2021, filed 17 May 2021.