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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
2025
Q4 		– Sell
-81,900
Closed -$7.95M – 149
2025
Q3 		$7.95M Buy
+81,900
New +$7.88M 0.72% 30
2024
Q1 		– Sell
-81,900
Closed -$7.49M – 184
2023
Q4 		$7.49M Sell
81,900
-161,500
-66% -$13.2M 0.93% 23
2023
Q3 		$19M Buy
+243,400
New +$20.7M 3.83% 7
2023
Q2 		– Sell
-212,600
Closed -$18M – 168
2023
Q1 		$18M Buy
212,600
+12,600
+6% +$1.1M 2.96% 6
2022
Q4 		$16.8M Buy
+200,000
New +$16.8M 2.78% 8

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.