Bank Julius Baer & Co
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Bank Julius Baer & Co’s iShares US Real Estate ETF IYR Stock Holding History

Bank Julius Baer & Co’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
Q3 		– Sell
-4,604
Closed -$398K – 541
2023
Q2 		$398K Sell
4,604
-70,862
-94% -$5.95M ﹤0.01% 360
2023
Q1 		$6.41M Sell
75,466
-84
-0.1% -$7.35K 0.04% 169
2022
Q4 		$6.36M Sell
75,550
-7,763
-9% -$652K 0.04% 167
2022
Q3 		$6.78M Buy
83,313
+71,391
+599% +$6.76M 0.05% 150
2022
Q2 		$1.1M Buy
11,922
+2,666
+29% +$266K 0.01% 264
2022
Q1 		$1M Sell
9,256
-721
-7% -$76.1K 0.01% 280
2021
Q4 		$1.16M Sell
9,977
-174
-2% -$19.1K 0.01% 329
2021
Q3 		$1.04M Buy
10,151
+106
+1% +$11.3K 0.01% 327
2021
Q2 		$1.02M Sell
10,045
-822
-8% -$81.6K 0.01% 344
2021
Q1 		$999K Buy
10,867
+149
+1% +$13.1K 0.01% 345
2020
Q4 		$918K Sell
10,718
-75
-0.7% -$6.24K 0.01% 368
2020
Q3 		$862K Buy
10,793
+606
+6% +$48.9K 0.01% 311
2020
Q2 		$803K Sell
10,187
-4,198
-29% -$318K 0.01% 300
2020
Q1 		$738K Buy
+14,385
New +$1.27M 0.02% 268

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank Julius Baer & Co's IYR Position: Q3 2023 in Review

Bank Julius Baer & Co sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 4,604 shares — an estimated $398K sold.

Bank Julius Baer & Co first reported a position in IYR in Q1 2020 and held it in 14 quarters. The position peaked at $6.78M in Q3 2022. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • Bank Julius Baer & Co reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 4,604 iShares US Real Estate ETF shares in Q3 2023, an estimated $398K.
  • Bank Julius Baer & Co first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 14 quarters.
  • Bank Julius Baer & Co's iShares US Real Estate ETF position peaked at $6.78M in Q3 2022.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Bank Julius Baer & Co's 13F filing for Q3 2023, filed 13 Nov 2023.