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Baird’s iShares US Real Estate ETF IYR Stock Holding History

Baird’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
2015
Q1 		$9.79M Buy
123,473
+3,886
+3% +$311K 0.1% 213
2014
Q4 		$9.19M Buy
119,587
+106,566
+818% +$7.97M 0.1% 224
2014
Q3 		$901K Buy
13,021
+1,508
+13% +$109K 0.01% 689
2014
Q2 		$827K Buy
11,513
+1,099
+11% +$77.4K 0.01% 728
2014
Q1 		$705K Sell
10,414
-646
-6% -$42.9K 0.01% 744
2013
Q4 		$698K Buy
11,060
+1,525
+16% +$98.2K 0.01% 713
2013
Q3 		$608K Sell
9,535
-2,008
-17% -$131K 0.01% 724
2013
Q2 		$767K Buy
+11,543
New +$816K 0.02% 632

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Baird's IYR Position: Q1 2015 in Review

Baird increased its iShares US Real Estate ETF (IYR) stake by 3.2% in Q1 2015, buying an estimated $311K and bringing the position to 123,473 shares worth $9.79M. The position accounts for 0.1% of the portfolio, ranked #213.

Baird first reported a position in IYR in Q2 2013 and has held it in 8 quarters since. 349 funds tracked by Wall St. Rank hold IYR as of Q1 2015.

  • Baird held 123,473 shares of iShares US Real Estate ETF worth $9.79M as of Q1 2015.
  • Baird bought 3,886 iShares US Real Estate ETF shares in Q1 2015, an estimated $311K.
  • iShares US Real Estate ETF made up 0.1% of Baird's portfolio in Q1 2015, its #213 holding.
  • Baird first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 8 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.