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Cabana LLC’s iShares US Real Estate ETF IYR Stock Holding History

Cabana LLC’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
2021
Q3 		– Sell
-21,399
Closed -$2.18M – 22
2021
Q2 		$2.18M Buy
+21,399
New +$2.12M 8.56% 4
2020
Q2 		$32K Buy
+403
New +$30.5K ﹤0.01% 83
2020
Q1 		– Sell
-15,243
Closed -$1.42M – 64
2019
Q4 		$1.42M Buy
15,243
+2,335
+18% +$216K 0.17% 23
2019
Q3 		$1.21M Sell
12,908
-690,350
-98% -$62.9M 0.16% 33
2019
Q2 		$63.3M Buy
703,258
+67,750
+11% +$5.93M 9.73% 2
2019
Q1 		$55.3M Buy
+635,508
New +$52.6M 10.34% 1

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cabana LLC's IYR Position: Q3 2021 in Review

Cabana LLC sold out of iShares US Real Estate ETF (IYR) in Q3 2021, closing a stake of 21,399 shares — an estimated $2.18M sold.

Cabana LLC first reported a position in IYR in Q1 2019 and held it in 6 quarters. The position peaked at $63.3M in Q2 2019. 502 funds tracked by Wall St. Rank hold IYR as of Q3 2021.

  • Cabana LLC reported no remaining iShares US Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • Cabana LLC sold 21,399 iShares US Real Estate ETF shares in Q3 2021, an estimated $2.18M.
  • Cabana LLC first reported a position in iShares US Real Estate ETF in Q1 2019 and held it in 6 quarters.
  • Cabana LLC's iShares US Real Estate ETF position peaked at $63.3M in Q2 2019.
  • 502 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2021.

Based on Cabana LLC's 13F filing for Q3 2021, filed 15 Nov 2021.