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

CAAS 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
2023
Q4 		– Sell
-206,900
Closed -$16.2M – 621
2023
Q3 		$16.2M Buy
+206,900
New +$17.6M 1.05% 11

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 $12.8B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

CAAS Capital Management's IYR Position: Q1 2024 in Review

CAAS Capital Management sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 2,500 shares — an estimated $229K sold.

CAAS Capital Management first reported a position in IYR in Q4 2023 and held it in 1 quarter. The position peaked at $229K in Q4 2023. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • CAAS Capital Management reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • CAAS Capital Management sold 2,500 iShares US Real Estate ETF shares in Q1 2024, an estimated $229K.
  • CAAS Capital Management first reported a position in iShares US Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • CAAS Capital Management's iShares US Real Estate ETF position peaked at $229K in Q4 2023.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on CAAS Capital Management's 13F filing for Q1 2024, filed 26 Apr 2024.