Chilton Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-75	Closed	-$7.04K	–	700
2025 Q4	$7.04K	Sell	75 -1,064	-93%	-$101K	﹤0.01%	489
2025 Q3	$111K	Buy	1,139 +524	+85%	+$50.4K	﹤0.01%	288
2025 Q2	$58.3K	Hold	615	–	–	﹤0.01%	317
2025 Q1	$58.9K	Hold	615	–	–	﹤0.01%	304
2024 Q4	$57.2K	Hold	615	–	–	﹤0.01%	313
2024 Q3	$62.7K	Sell	615 -740	-55%	-$71.3K	﹤0.01%	325
2024 Q2	$119K	Sell	1,355 -937	-41%	-$80.4K	0.01%	272
2024 Q1	$206K	Sell	2,292 -66,866	-97%	-$5.91M	0.01%	239
2023 Q4	$6.32M	Sell	69,158 -1,225	-2%	-$100K	0.32%	78
2023 Q3	$5.5M	Sell	70,383 -754	-1%	-$64.3K	0.31%	76
2023 Q2	$6.16M	Buy	71,137 +2,363	+3%	+$198K	0.34%	72
2023 Q1	$5.84M	Sell	68,774 -4,388	-6%	-$384K	0.34%	73
2022 Q4	$6.16M	Buy	73,162 +24,071	+49%	+$2.02M	0.38%	69
2022 Q3	$4M	Sell	49,091 -45	-0.1%	-$4.26K	0.27%	79
2022 Q2	$4.52M	Sell	49,136 -539	-1%	-$53.7K	0.28%	80
2022 Q1	$5.38M	Buy	49,675 +4,187	+9%	+$442K	0.28%	76
2021 Q4	$5.28M	Sell	45,488 -30	-0.1%	-$3.29K	0.27%	78
2021 Q3	$4.66M	Buy	45,518 +2,853	+7%	+$304K	0.26%	83
2021 Q2	$4.35M	Buy	+42,665	New	+$4.24M	0.25%	81