EIM
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Elliott Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Elliott Investment Management’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
2022
Q2 		– Sell
-4,000,000
Closed -$433M – 45
2022
Q1 		$433M Buy
4,000,000
+2,000,000
+100% +$211M 4.33% 7
2021
Q4 		$232M Hold
2,000,000
– – 2.06% 16
2021
Q3 		$205M Sell
2,000,000
-1,500,000
-43% -$160M 1.47% 17
2021
Q2 		$357M Buy
3,500,000
+1,750,000
+100% +$174M 2.75% 10
2021
Q1 		$161M Buy
+1,750,000
New +$154M 1.2% 19
2020
Q3 		– Sell
-2,054,000
Closed -$162M – 50
2020
Q2 		$162M Buy
2,054,000
+1,454,000
+242% +$110M 1.76% 12
2020
Q1 		$41.7M Buy
+600,000
New +$53.1M 0.77% 24

Other funds holding IYR

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
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return