Alpine Global Management’s iShares US Real Estate ETF IYR Stock Holding History

Alpine Global 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
2024 Q1	–	Sell	-8,785	Closed	-$803K	–	238
2023 Q4	$803K	Buy	+8,785	New	+$719K	0.22%	83
2023 Q3	–	Sell	-4,905	Closed	-$424K	–	198
2023 Q2	$424K	Buy	+4,905	New	+$412K	0.12%	104
2021 Q2	–	Sell	-4,037	Closed	-$371K	–	334
2021 Q1	$371K	Buy	+4,037	New	+$354K	0.04%	191
2020 Q4	–	Sell	-5,609	Closed	-$448K	–	253
2020 Q3	$448K	Buy	+5,609	New	+$453K	0.09%	116
2020 Q1	–	Sell	-8,117	Closed	-$756K	–	342
2019 Q4	$756K	Buy	+8,117	New	+$753K	0.16%	113
2018 Q2	–	Sell	-13,476	Closed	-$1.02M	–	87
2018 Q1	$1.02M	Buy	+13,476	New	+$1.02M	0.24%	51
2016 Q3	–	Sell	-86,863	Closed	-$7.15M	–	132
2016 Q2	$7.15M	Buy	+86,863	New	+$6.81M	3.27%	9
2015 Q3	–	Sell	-46	Closed	-$3K	–	454
2015 Q2	$3K	Sell	46 -6,018	-99%	-$456K	﹤0.01%	1079
2015 Q1	$481K	Buy	+6,064	New	+$485K	0.16%	145
2014 Q3	–	Sell	-77,912	Closed	-$5.59M	–	168
2014 Q2	$5.59M	Buy	+77,912	New	+$5.49M	1.61%	15

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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

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

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

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Alpine Global Management's IYR Position: Q1 2024 in Review

Alpine Global Management sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 8,785 shares — an estimated $803K sold.

Alpine Global Management first reported a position in IYR in Q2 2014 and held it in 10 quarters. The position peaked at $7.15M in Q2 2016. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

Alpine Global Management reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Alpine Global Management sold 8,785 iShares US Real Estate ETF shares in Q1 2024, an estimated $803K.
Alpine Global Management first reported a position in iShares US Real Estate ETF in Q2 2014 and held it in 10 quarters.
Alpine Global Management's iShares US Real Estate ETF position peaked at $7.15M in Q2 2016.
472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Alpine Global Management's 13F filing for Q1 2024, filed 15 May 2024.