Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s iShares US Real Estate ETF IYR Stock Holding History

Capital Fund Management (CFM)’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
2026
Q1 		$1.32M Sell
14,000
-47,500
-77% -$4.61M 0.01% 1559
2025
Q4 		$5.77M Sell
61,500
-52,300
-46% -$4.98M 0.02% 1109
2025
Q3 		$11M Buy
113,800
+56,200
+98% +$5.41M 0.03% 768
2025
Q2 		$5.46M Sell
57,600
-151,600
-72% -$14.1M 0.02% 1088
2025
Q1 		$20M Sell
209,200
-29,000
-12% -$2.76M 0.06% 446
2024
Q4 		$22.2M Sell
238,200
-23,700
-9% -$2.34M 0.06% 444
2024
Q3 		$26.7M Buy
261,900
+210,300
+408% +$20.3M 0.07% 355
2024
Q2 		$4.53M Sell
51,600
-108,700
-68% -$9.32M 0.01% 999
2024
Q1 		$14.4M Sell
160,300
-52,400
-25% -$4.63M 0.04% 571
2023
Q4 		$19.4M Buy
212,700
+147,000
+224% +$12M 0.05% 465
2023
Q3 		$5.13M Sell
65,700
-175,400
-73% -$14.9M 0.02% 915
2023
Q2 		$20.9M Buy
241,100
+152,800
+173% +$12.8M 0.08% 323
2023
Q1 		$7.5M Buy
88,300
+16,200
+22% +$1.42M 0.04% 578
2022
Q4 		$6.07M Buy
72,100
+54,400
+307% +$4.57M 0.04% 550
2022
Q3 		$1.44M Buy
+17,700
New +$1.68M 0.01% 960
2021
Q3 		– Sell
-15,300
Closed -$1.56M – 1661
2021
Q2 		$1.56M Buy
+15,300
New +$1.52M 0.01% 1031
2021
Q1 		– Sell
-61,100
Closed -$5.23M – 1439
2020
Q4 		$5.23M Sell
61,100
-45,200
-43% -$3.76M 0.05% 446
2020
Q3 		$8.49M Buy
106,300
+96,000
+932% +$7.75M 0.1% 233
2020
Q2 		$812K Sell
10,300
-28,800
-74% -$2.18M 0.01% 755
2020
Q1 		$2.72M Sell
39,100
-114,400
-75% -$10.1M 0.04% 446
2019
Q4 		$14.3M Sell
153,500
-269,100
-64% -$24.9M 0.11% 231
2019
Q3 		$39.5M Sell
422,600
-156,800
-27% -$14.3M 0.36% 57
2019
Q2 		$50.6M Buy
579,400
+155,100
+37% +$13.6M 0.46% 29
2019
Q1 		$36.9M Buy
424,300
+407,300
+2,396% +$33.7M 0.33% 57
2018
Q4 		$1.27M Sell
17,000
-142,100
-89% -$11.2M 0.01% 1022
2018
Q3 		$12.7M Buy
+159,100
New +$13M 0.07% 398
2018
Q1 		– Sell
-170,000
Closed -$13.8M – 2009
2017
Q4 		$13.8M Sell
170,000
-3,600
-2% -$292K 0.08% 311
2017
Q3 		$13.9M Buy
173,600
+3,600
+2% +$289K 0.1% 251
2017
Q2 		$13.6M Hold
170,000
– – 0.11% 246
2017
Q1 		$13.3M Sell
170,000
-304,500
-64% -$23.8M 0.11% 232
2016
Q4 		$36.5M Sell
474,500
-10,100
-2% -$767K 0.31% 79
2016
Q3 		$39.1M Buy
484,600
+307,100
+173% +$25.4M 0.36% 65
2016
Q2 		$14.6M Buy
+177,500
New +$13.9M 0.14% 189
2016
Q1 		– Sell
-11,600
Closed -$871K – 1680
2015
Q4 		$871K Buy
11,600
+5,600
+93% +$418K 0.01% 921
2015
Q3 		$426K Sell
6,000
-139,300
-96% -$10.1M ﹤0.01% 1102
2015
Q2 		$10.4M Buy
145,300
+74,500
+105% +$5.65M 0.13% 210
2015
Q1 		$5.62M Buy
70,800
+44,900
+173% +$3.59M 0.08% 314
2014
Q4 		$1.99M Sell
25,900
-20,600
-44% -$1.54M 0.02% 684
2014
Q3 		$3.22M Buy
+46,500
New +$3.37M 0.04% 529

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Fund Management (CFM)'s IYR Position: Q4 2024 in Review

Capital Fund Management (CFM) sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 400,596 shares — an estimated $39.5M sold.

Capital Fund Management (CFM) first reported a position in IYR in Q3 2014 and held it in 25 quarters. The position peaked at $50.6M in Q4 2023. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

  • Capital Fund Management (CFM) reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 400,596 iShares US Real Estate ETF shares in Q4 2024, an estimated $39.5M.
  • Capital Fund Management (CFM) first reported a position in iShares US Real Estate ETF in Q3 2014 and held it in 25 quarters.
  • Capital Fund Management (CFM)'s iShares US Real Estate ETF position peaked at $50.6M in Q4 2023.
  • 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2024, filed 13 Feb 2025.