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
-300,000
Closed -$27.9M – 1625
2024
Q4 		$27.9M Buy
+300,000
New +$29.6M 0.07% 168
2020
Q2 		– Sell
-128,000
Closed -$8.9M – 1339
2020
Q1 		$8.9M Sell
128,000
-701,500
-85% -$62.1M 0.14% 152
2019
Q4 		$77.2M Sell
829,500
-500,000
-38% -$46.4M 0.42% 40
2019
Q3 		$124M Buy
+1,329,500
New +$121M 0.85% 20
2019
Q2 		– Sell
-2,500
Closed -$218K – 1413
2019
Q1 		$218K Sell
2,500
-310,300
-99% -$25.7M ﹤0.01% 1126
2018
Q4 		$23.4M Buy
+312,800
New +$24.6M 0.29% 58
2017
Q1 		– Sell
-38,200
Closed -$2.94M – 997
2016
Q4 		$2.94M Hold
38,200
– – 0.09% 207
2016
Q3 		$3.08M Buy
+38,200
New +$3.16M 0.07% 188
2016
Q2 		– Sell
-12,500
Closed -$973K – 763
2016
Q1 		$973K Buy
+12,500
New +$907K 0.03% 315
2015
Q4 		– Sell
-12,600
Closed -$893K – 507
2015
Q3 		$893K Sell
12,600
-12,400
-50% -$903K 0.02% 233
2015
Q2 		$1.78M Sell
25,000
-72,800
-74% -$5.52M 0.03% 229
2015
Q1 		$7.76M Buy
97,800
+61,700
+171% +$4.94M 0.13% 125
2014
Q4 		$2.77M Sell
36,100
-1,484,900
-98% -$111M 0.04% 203
2014
Q3 		$105M Buy
+1,521,000
New +$110M 1.19% 11

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.