Banque Pictet & Cie’s iShares US Real Estate ETF IYR Stock Holding History

Banque Pictet & Cie’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	-39,330	Closed	-$3.4M	–	489
2023 Q2	$3.4M	Buy	39,330 +6,359	+19%	+$534K	0.03%	191
2023 Q1	$2.8M	Buy	32,971 +18,332	+125%	+$1.6M	0.03%	231
2022 Q4	$1.23M	Buy	14,639 +10,073	+221%	+$846K	0.01%	370
2022 Q3	$372K	Sell	4,566 -752	-14%	-$71.2K	﹤0.01%	543
2022 Q2	$489	Buy	5,318 +280	+6%	+$27.9K	﹤0.01%	521
2022 Q1	$545K	Sell	5,038 -6,380	-56%	-$673K	﹤0.01%	523
2021 Q4	$1.33M	Hold	11,418	–	–	0.01%	418
2021 Q3	$1.17M	Hold	11,418	–	–	0.01%	247
2021 Q2	$1.16M	Buy	11,418 +1,630	+17%	+$162K	0.01%	248
2021 Q1	$900K	Sell	9,788 -2,000	-17%	-$176K	0.01%	259
2020 Q4	$1.01M	Hold	11,788	–	–	0.01%	228
2020 Q3	$941K	Hold	11,788	–	–	0.01%	222
2020 Q2	$929K	Sell	11,788 -24,500	-68%	-$1.86M	0.02%	227
2020 Q1	$2.52M	Sell	36,288 -3,100	-8%	-$274K	0.05%	167
2019 Q4	$3.67M	Sell	39,388 -5,930	-13%	-$550K	0.06%	167
2019 Q3	$4.24M	Buy	45,318 +1,058	+2%	+$96.4K	0.08%	148
2019 Q2	$3.86M	Buy	44,260 +480	+1%	+$42K	0.07%	148
2019 Q1	$3.81M	Buy	43,780 +3,100	+8%	+$256K	0.07%	148
2018 Q4	$3.05M	Hold	40,680	–	–	0.06%	152
2018 Q3	$3.25M	Buy	40,680 +22,500	+124%	+$1.83M	0.06%	163
2018 Q2	$1.47M	Hold	18,180	–	–	0.03%	209
2018 Q1	$1.37M	Hold	18,180	–	–	0.03%	231
2017 Q4	$1.47M	Buy	18,180 +5,000	+38%	+$406K	0.03%	218
2017 Q3	$1.05M	Hold	13,180	–	–	0.02%	242
2017 Q2	$1.05M	Hold	13,180	–	–	0.03%	248
2017 Q1	$1.03M	Sell	13,180 -16,400	-55%	-$1.28M	0.03%	231
2016 Q4	$2.28M	Sell	29,580 -1,600	-5%	-$122K	0.06%	172
2016 Q3	$2.51M	Buy	31,180 +7,580	+32%	+$628K	0.06%	159
2016 Q2	$1.94M	Buy	23,600 +3,600	+18%	+$282K	0.05%	174
2016 Q1	$1.56M	Sell	20,000 -3,475	-15%	-$252K	0.04%	185
2015 Q4	$1.76M	Hold	23,475	–	–	0.05%	167
2015 Q3	$1.67M	Buy	23,475 +3,475	+17%	+$253K	0.05%	176
2015 Q2	$1.43M	Hold	20,000	–	–	0.11%	120
2015 Q1	$1.59M	Hold	20,000	–	–	0.04%	209
2014 Q4	$1.54M	Hold	20,000	–	–	0.04%	212
2014 Q3	$1.38M	Hold	20,000	–	–	0.04%	209
2014 Q2	$1.44M	Hold	20,000	–	–	0.04%	205
2014 Q1	$1.35M	Hold	20,000	–	–	0.04%	196
2013 Q4	$1.26M	Buy	+20,000	New	+$1.29M	0.04%	201

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Banque Pictet & Cie's IYR Position: Q3 2023 in Review

Banque Pictet & Cie sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 39,330 shares — an estimated $3.4M sold.

Banque Pictet & Cie first reported a position in IYR in Q4 2013 and held it in 39 quarters. The position peaked at $4.24M in Q3 2019. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

Banque Pictet & Cie reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Banque Pictet & Cie sold 39,330 iShares US Real Estate ETF shares in Q3 2023, an estimated $3.4M.
Banque Pictet & Cie first reported a position in iShares US Real Estate ETF in Q4 2013 and held it in 39 quarters.
Banque Pictet & Cie's iShares US Real Estate ETF position peaked at $4.24M in Q3 2019.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Banque Pictet & Cie's 13F filing for Q3 2023, filed 2 Nov 2023.