Calamos Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Calamos Advisors’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
2020 Q2	–	Sell	-4,470	Closed	-$311K	–	749
2020 Q1	$311K	Sell	4,470 -4,700	-51%	-$416K	﹤0.01%	668
2019 Q4	$854K	Sell	9,170 -1,500	-14%	-$139K	﹤0.01%	677
2019 Q3	$998K	Hold	10,670	–	–	0.01%	651
2019 Q2	$932K	Sell	10,670 -5,600	-34%	-$490K	0.01%	654
2019 Q1	$1.42M	Sell	16,270 -4,300	-21%	-$356K	0.01%	539
2018 Q4	$1.54M	Hold	20,570	–	–	0.01%	540
2018 Q3	$1.65M	Buy	+20,570	New	+$1.68M	0.01%	550

Other funds holding IYR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return

Calamos Advisors's IYR Position: Q2 2020 in Review

Calamos Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2020, closing a stake of 4,470 shares — an estimated $311K sold.

Calamos Advisors first reported a position in IYR in Q3 2018 and held it in 7 quarters. The position peaked at $1.65M in Q3 2018. 416 funds tracked by Wall St. Rank hold IYR as of Q2 2020.

Calamos Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Calamos Advisors sold 4,470 iShares US Real Estate ETF shares in Q2 2020, an estimated $311K.
Calamos Advisors first reported a position in iShares US Real Estate ETF in Q3 2018 and held it in 7 quarters.
Calamos Advisors's iShares US Real Estate ETF position peaked at $1.65M in Q3 2018.
416 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2020.

Based on Calamos Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.