Cambria Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Cambria Investment 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
2019 Q4	–	Sell	-55,668	Closed	-$5.21M	–	207
2019 Q3	$5.21M	Buy	55,668 +14,518	+35%	+$1.32M	0.78%	46
2019 Q2	$3.59M	Sell	41,150 -49,777	-55%	-$4.36M	0.55%	77
2019 Q1	$7.91M	Sell	90,927 -6,209	-6%	-$513K	1.23%	11
2018 Q4	$7.28M	Sell	97,136 -7,922	-8%	-$623K	1.23%	12
2018 Q3	$8.41M	Sell	105,058 -2,645	-2%	-$216K	1.23%	11
2018 Q2	$8.72M	Sell	107,703 -2,846	-3%	-$219K	1.29%	10
2018 Q1	$8.34M	Sell	110,549 -28,334	-20%	-$2.15M	1.21%	10
2017 Q4	$11.3M	Buy	138,883 +404	+0.3%	+$32.8K	1.57%	6
2017 Q3	$11.1M	Buy	+138,479	New	+$11.1M	1.7%	6

Other funds holding IYR

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Cambria Investment Management's IYR Position: Q4 2019 in Review

Cambria Investment Management sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 55,668 shares — an estimated $5.21M sold.

Cambria Investment Management first reported a position in IYR in Q3 2017 and held it in 9 quarters. The position peaked at $11.3M in Q4 2017. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

Cambria Investment Management reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
Cambria Investment Management sold 55,668 iShares US Real Estate ETF shares in Q4 2019, an estimated $5.21M.
Cambria Investment Management first reported a position in iShares US Real Estate ETF in Q3 2017 and held it in 9 quarters.
Cambria Investment Management's iShares US Real Estate ETF position peaked at $11.3M in Q4 2017.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Cambria Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.