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Belpointe Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Belpointe Asset 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
2023
Q4 		– Sell
-2,646
Closed -$207K – 737
2023
Q3 		$207K Buy
+2,646
New +$226K 0.02% 593
2023
Q2 		– Sell
-540
Closed -$45.9K – 1989
2023
Q1 		$45.9K Sell
540
-2,165
-80% -$189K ﹤0.01% 1752
2022
Q4 		$228K Buy
2,705
+273
+11% +$22.9K 0.01% 839
2022
Q3 		$198K Buy
2,432
+101
+4% +$9.56K 0.01% 840
2022
Q2 		$214K Sell
2,331
-7,964
-77% -$794K 0.01% 798
2022
Q1 		$1.11M Buy
10,295
+7,194
+232% +$759K 0.07% 304
2021
Q4 		$360K Sell
3,101
-10,974
-78% -$1.2M 0.02% 633
2021
Q3 		$1.44M Buy
14,075
+12,284
+686% +$1.31M 0.1% 223
2021
Q2 		$183K Buy
1,791
+16
+0.9% +$1.59K 0.01% 863
2021
Q1 		$163K Sell
1,775
-995
-36% -$87.3K 0.01% 816
2020
Q4 		$237K Buy
+2,770
New +$231K 0.02% 644
2020
Q2 		– Sell
-31,026
Closed -$2.16M – 751
2020
Q1 		$2.16M Buy
31,026
+21,950
+242% +$1.94M 0.38% 57
2019
Q4 		$845K Sell
9,076
-7,329
-45% -$679K 0.11% 209
2019
Q3 		$1.53M Buy
16,405
+4,245
+35% +$387K 0.25% 100
2019
Q2 		$1.06M Buy
+12,160
New +$1.06M 0.21% 109
2019
Q1 		– Sell
-2,345
Closed -$176K – 509
2018
Q4 		$176K Buy
+2,345
New +$184K 0.04% 360

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Belpointe Asset Management's IYR Position: Q4 2023 in Review

Belpointe Asset Management sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 2,646 shares — an estimated $207K sold.

Belpointe Asset Management first reported a position in IYR in Q4 2018 and held it in 16 quarters. The position peaked at $2.16M in Q1 2020. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

  • Belpointe Asset Management reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,646 iShares US Real Estate ETF shares in Q4 2023, an estimated $207K.
  • Belpointe Asset Management first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 16 quarters.
  • Belpointe Asset Management's iShares US Real Estate ETF position peaked at $2.16M in Q1 2020.
  • 514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Belpointe Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.