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

Azimuth 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
2022 Q1	$215K	Hold	1,985	–	–	0.01%	307
2021 Q4	$231K	Buy	+1,985	New	+$217K	0.01%	309
2018 Q3	–	Sell	-3,952	Closed	-$318K	–	287
2018 Q2	$318K	Hold	3,952	–	–	0.02%	254
2018 Q1	$298K	Hold	3,952	–	–	0.02%	262
2017 Q4	$320K	Hold	3,952	–	–	0.02%	264
2017 Q3	$316K	Hold	3,952	–	–	0.02%	261
2017 Q2	$315K	Hold	3,952	–	–	0.02%	253
2017 Q1	$310K	Hold	3,952	–	–	0.03%	253
2016 Q4	$304K	Sell	3,952 -1,000	-20%	-$76K	0.03%	250
2016 Q3	$399K	Hold	4,952	–	–	0.03%	235
2016 Q2	$408K	Hold	4,952	–	–	0.04%	234
2016 Q1	$386K	Buy	4,952 +200	+4%	+$14.5K	0.04%	230
2015 Q4	$357K	Buy	4,752 +200	+4%	+$14.9K	0.03%	236
2015 Q3	$323K	Buy	4,552 +600	+15%	+$43.7K	0.03%	249
2015 Q2	$282K	Hold	3,952	–	–	0.03%	264
2015 Q1	$313K	Hold	3,952	–	–	0.03%	260
2014 Q4	$304K	Hold	3,952	–	–	0.03%	257
2014 Q3	$273K	Hold	3,952	–	–	0.03%	250
2014 Q2	$284K	Hold	3,952	–	–	0.03%	247
2014 Q1	$267K	Hold	3,952	–	–	0.03%	245
2013 Q4	$249K	Hold	3,952	–	–	0.03%	245
2013 Q3	$252K	Buy	+3,952	New	+$258K	0.03%	233

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

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

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

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

Azimuth Capital Management's IYR Position: Q1 2022 in Review

Azimuth Capital Management held its iShares US Real Estate ETF (IYR) position steady in Q1 2022 at 1,985 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #307.

Azimuth Capital Management first reported a position in IYR in Q3 2013 and has held it in 22 quarters since. The position peaked at $408K in Q2 2016. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

Azimuth Capital Management held 1,985 shares of iShares US Real Estate ETF worth $215K as of Q1 2022.
Azimuth Capital Management left its iShares US Real Estate ETF share count unchanged in Q1 2022.
iShares US Real Estate ETF made up 0.01% of Azimuth Capital Management's portfolio in Q1 2022, its #307 holding.
Azimuth Capital Management first reported a position in iShares US Real Estate ETF in Q3 2013 and has held it in 22 quarters since.
Azimuth Capital Management's iShares US Real Estate ETF position peaked at $408K in Q2 2016.
545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.