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Anson Funds Management’s iShares US Real Estate ETF IYR Stock Holding History

Anson Funds 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
2023
Q4 		– Sell
-47,619
Closed -$3.9M – 186
2023
Q3 		$3.72M Buy
+47,619
New +$4.06M 0.75% 30
2023
Q2 		– Sell
-71,619
Closed -$6.02M – 169
2023
Q1 		$6.08M Sell
71,619
-30,681
-30% -$2.68M 1% 26
2022
Q4 		$8.61M Buy
102,300
+42,100
+70% +$3.54M 1.42% 18
2022
Q3 		$4.9M Sell
60,200
-7,300
-11% -$691K 0.58% 41
2022
Q2 		$6.21M Buy
+67,500
New +$6.73M 0.58% 41
2020
Q4 		– Sell
-23,000
Closed -$1.91M – 182
2020
Q3 		$1.84M Hold
23,000
– – 0.98% 24
2020
Q2 		$1.81M Sell
23,000
-13,800
-38% -$1.05M 0.47% 19
2020
Q1 		$2.56M Buy
+36,800
New +$3.26M 1.05% 16

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Anson Funds Management's IYR Position: Q4 2023 in Review

Anson Funds Management sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 47,619 shares — an estimated $3.9M sold.

Anson Funds Management first reported a position in IYR in Q1 2020 and held it in 8 quarters. The position peaked at $8.61M in Q4 2022. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

  • Anson Funds Management reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Anson Funds Management sold 47,619 iShares US Real Estate ETF shares in Q4 2023, an estimated $3.9M.
  • Anson Funds Management first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 8 quarters.
  • Anson Funds Management's iShares US Real Estate ETF position peaked at $8.61M in Q4 2022.
  • 514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Anson Funds Management's 13F filing for Q4 2023, filed 14 Feb 2024.