Cambiar Investors’s iShares US Real Estate ETF IYR Stock Holding History

Cambiar Investors’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	-4,677	Closed	-$325K	–	156
2020 Q1	$325K	Sell	4,677 -439	-9%	-$38.9K	0.02%	149
2019 Q4	$476K	Hold	5,116	–	–	0.02%	141
2019 Q3	$479K	Hold	5,116	–	–	0.02%	137
2019 Q2	$447K	Sell	5,116 -230	-4%	-$20.1K	0.01%	144
2019 Q1	$465K	Sell	5,346 -1,154	-18%	-$95.4K	0.01%	148
2018 Q4	$487K	Buy	6,500 +1,400	+27%	+$110K	0.01%	162
2018 Q3	$408K	Hold	5,100	–	–	0.01%	162
2018 Q2	$411K	Hold	5,100	–	–	0.01%	162
2018 Q1	$385K	Hold	5,100	–	–	0.01%	157
2017 Q4	$413K	Hold	5,100	–	–	0.01%	160
2017 Q3	$407K	Buy	5,100 +2,200	+76%	+$177K	0.01%	157
2017 Q2	$231K	Hold	2,900	–	–	﹤0.01%	161
2017 Q1	$228K	Hold	2,900	–	–	﹤0.01%	152
2016 Q4	$223K	Hold	2,900	–	–	﹤0.01%	155
2016 Q3	$234K	Buy	+2,900	New	+$240K	﹤0.01%	161
2015 Q4	–	Sell	-3,100	Closed	-$220K	–	161
2015 Q3	$220K	Buy	+3,100	New	+$226K	﹤0.01%	161

Other funds holding IYR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

Cambiar Investors's IYR Position: Q2 2020 in Review

Cambiar Investors sold out of iShares US Real Estate ETF (IYR) in Q2 2020, closing a stake of 4,677 shares — an estimated $325K sold.

Cambiar Investors first reported a position in IYR in Q3 2015 and held it in 16 quarters. The position peaked at $487K in Q4 2018. 416 funds tracked by Wall St. Rank hold IYR as of Q2 2020.

Cambiar Investors reported no remaining iShares US Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Cambiar Investors sold 4,677 iShares US Real Estate ETF shares in Q2 2020, an estimated $325K.
Cambiar Investors first reported a position in iShares US Real Estate ETF in Q3 2015 and held it in 16 quarters.
Cambiar Investors's iShares US Real Estate ETF position peaked at $487K in Q4 2018.
416 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2020.

Based on Cambiar Investors's 13F filing for Q2 2020, filed 3 Aug 2020.