Capstone Investment Advisors
IYR icon

Capstone Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Capstone Investment 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
2025
Q1 		– Sell
-1
Closed -$93 – 1624
2024
Q4 		$93 Buy
+1
New +$99 ﹤0.01% 1821
2024
Q1 		– Sell
-455,741
Closed -$41.7M – 2434
2023
Q4 		$41.7M Buy
455,741
+345,281
+313% +$28.3M 0.13% 117
2023
Q3 		$8.63M Buy
110,460
+76,643
+227% +$6.53M 0.04% 313
2023
Q2 		$2.93M Sell
33,817
-81,955
-71% -$6.88M 0.01% 530
2023
Q1 		$9.83M Buy
+115,772
New +$10.1M 0.05% 248
2022
Q4 		– Sell
-275,173
Closed -$22.4M – 1589
2022
Q3 		$22.4M Buy
+275,173
New +$26M 0.14% 91
2019
Q1 		– Sell
-183,221
Closed -$15.2M – 1326
2018
Q4 		$13.7M Buy
+183,221
New +$14.4M 0.17% 96
2014
Q4 		– Sell
-301,064
Closed -$22.5M – 366
2014
Q3 		$20.8M Buy
+301,064
New +$21.8M 0.23% 90

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Capstone Investment Advisors's IYR Position: Q1 2025 in Review

Capstone Investment Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 1 share — an estimated $93 sold.

Capstone Investment Advisors first reported a position in IYR in Q3 2014 and held it in 8 quarters. The position peaked at $41.7M in Q4 2023. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

  • Capstone Investment Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1 iShares US Real Estate ETF share in Q1 2025, an estimated $93.
  • Capstone Investment Advisors first reported a position in iShares US Real Estate ETF in Q3 2014 and held it in 8 quarters.
  • Capstone Investment Advisors's iShares US Real Estate ETF position peaked at $41.7M in Q4 2023.
  • 480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.