Calamos Advisors
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 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.