Federated Hermes
IYR icon

Federated Hermes’s iShares US Real Estate ETF IYR Stock Holding History

Federated Hermes’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
2018
Q3 		– Sell
-45,540
Closed -$3.67M – 2294
2018
Q2 		$3.67M Sell
45,540
-5,244
-10% -$404K 0.01% 780
2018
Q1 		$3.83M Sell
50,784
-19,528
-28% -$1.48M 0.01% 713
2017
Q4 		$5.7M Sell
70,312
-1,194
-2% -$96.9K 0.02% 569
2017
Q3 		$5.71M Sell
71,506
-115
-0.2% -$9.24K 0.02% 530
2017
Q2 		$5.71M Sell
71,621
-3,801
-5% -$302K 0.02% 537
2017
Q1 		$5.92M Sell
75,422
-4,007
-5% -$313K 0.02% 533
2016
Q4 		$6.11M Buy
79,429
+2,350
+3% +$179K 0.02% 513
2016
Q3 		$6.22M Buy
77,079
+560
+0.7% +$46.4K 0.02% 517
2016
Q2 		$6.3M Sell
76,519
-6,004
-7% -$471K 0.02% 495
2016
Q1 		$6.42M Sell
82,523
-3,942
-5% -$286K 0.02% 498
2015
Q4 		$6.49M Sell
86,465
-6,210
-7% -$464K 0.02% 519
2015
Q3 		$6.58M Buy
92,675
+1,831
+2% +$133K 0.02% 504
2015
Q2 		$6.48M Buy
90,844
+2,622
+3% +$199K 0.02% 543
2015
Q1 		$7M Sell
88,222
-867
-1% -$69.4K 0.02% 526
2014
Q4 		$6.85M Buy
89,089
+57,543
+182% +$4.3M 0.02% 532
2014
Q3 		$2.18M Buy
+31,546
New +$2.29M 0.01% 939

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Federated Hermes's IYR Position: Q3 2018 in Review

Federated Hermes sold out of iShares US Real Estate ETF (IYR) in Q3 2018, closing a stake of 45,540 shares — an estimated $3.67M sold.

Federated Hermes first reported a position in IYR in Q3 2014 and held it in 16 quarters. The position peaked at $7M in Q1 2015. 387 funds tracked by Wall St. Rank hold IYR as of Q3 2018.

  • Federated Hermes reported no remaining iShares US Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Federated Hermes sold 45,540 iShares US Real Estate ETF shares in Q3 2018, an estimated $3.67M.
  • Federated Hermes first reported a position in iShares US Real Estate ETF in Q3 2014 and held it in 16 quarters.
  • Federated Hermes's iShares US Real Estate ETF position peaked at $7M in Q1 2015.
  • 387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2018.

Based on Federated Hermes's 13F filing for Q3 2018, filed 13 Nov 2018.