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 		$1.55M Sell
16,400
-31,300
-66% -$3.04M 0.01% 1492
2025
Q4 		$4.48M Sell
47,700
-22,400
-32% -$2.13M 0.01% 1247
2025
Q3 		$6.81M Buy
70,100
+500
+0.7% +$48.1K 0.02% 1059
2025
Q2 		$6.6M Sell
69,600
-178,600
-72% -$16.7M 0.02% 979
2025
Q1 		$23.8M Sell
248,200
-104,500
-30% -$9.94M 0.07% 387
2024
Q4 		$32.8M Buy
352,700
+86,900
+33% +$8.56M 0.08% 321
2024
Q3 		$27.1M Buy
265,800
+167,000
+169% +$16.1M 0.07% 349
2024
Q2 		$8.67M Sell
98,800
-97,000
-50% -$8.32M 0.03% 735
2024
Q1 		$17.6M Sell
195,800
-315,500
-62% -$27.9M 0.05% 499
2023
Q4 		$46.7M Buy
511,300
+400,000
+359% +$32.7M 0.13% 219
2023
Q3 		$8.7M Sell
111,300
-185,400
-62% -$15.8M 0.03% 685
2023
Q2 		$25.7M Buy
296,700
+179,900
+154% +$15.1M 0.1% 262
2023
Q1 		$9.92M Sell
116,800
-97,000
-45% -$8.49M 0.05% 493
2022
Q4 		$18M Buy
213,800
+202,800
+1,844% +$17M 0.12% 231
2022
Q3 		$896K Buy
+11,000
New +$1.04M 0.01% 1120
2021
Q4 		– Sell
-19,500
Closed -$2M – 1721
2021
Q3 		$2M Buy
+19,500
New +$2.07M 0.01% 943
2021
Q2 		– Sell
-15,300
Closed -$1.41M – 1537
2021
Q1 		$1.41M Sell
15,300
-63,300
-81% -$5.55M 0.02% 871
2020
Q4 		$6.73M Buy
78,600
+6,500
+9% +$541K 0.06% 362
2020
Q3 		$5.76M Buy
72,100
+57,500
+394% +$4.64M 0.07% 316
2020
Q2 		$1.15M Sell
14,600
-105,800
-88% -$8.02M 0.02% 657
2020
Q1 		$8.38M Sell
120,400
-11,500
-9% -$1.02M 0.13% 211
2019
Q4 		$12.3M Sell
131,900
-267,600
-67% -$24.8M 0.1% 260
2019
Q3 		$37.4M Sell
399,500
-118,500
-23% -$10.8M 0.34% 68
2019
Q2 		$45.2M Buy
518,000
+149,500
+41% +$13.1M 0.41% 39
2019
Q1 		$32.1M Buy
368,500
+344,600
+1,442% +$28.5M 0.29% 84
2018
Q4 		$1.79M Sell
23,900
-281,700
-92% -$22.1M 0.02% 884
2018
Q3 		$24.5M Buy
+305,600
New +$24.9M 0.13% 207
2017
Q3 		– Sell
-4,600
Closed -$367K – 1631
2017
Q2 		$367K Buy
+4,600
New +$366K ﹤0.01% 1203
2017
Q1 		– Sell
-214,400
Closed -$16.5M – 1645
2016
Q4 		$16.5M Sell
214,400
-42,200
-16% -$3.21M 0.14% 197
2016
Q3 		$20.7M Buy
256,600
+128,900
+101% +$10.7M 0.19% 139
2016
Q2 		$10.5M Buy
+127,700
New +$10M 0.1% 247
2016
Q1 		– Sell
-35,400
Closed -$2.66M – 1681
2015
Q4 		$2.66M Buy
35,400
+24,900
+237% +$1.86M 0.03% 593
2015
Q3 		$745K Sell
10,500
-94,600
-90% -$6.89M 0.01% 904
2015
Q2 		$7.49M Buy
105,100
+77,100
+275% +$5.85M 0.1% 288
2015
Q1 		$2.22M Sell
28,000
-26,900
-49% -$2.15M 0.03% 559
2014
Q4 		$4.22M Sell
54,900
-15,700
-22% -$1.17M 0.05% 490
2014
Q3 		$4.89M Buy
+70,600
New +$5.11M 0.05% 424

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.