First Manhattan’s iShares US Real Estate ETF IYR Stock Holding History

First Manhattan’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
2024 Q2	–	Sell	-395	Closed	-$35.5K	–	1001
2024 Q1	$35.5K	Buy	395 +20	+5%	+$1.77K	﹤0.01%	952
2023 Q4	$34.3K	Hold	375	–	–	﹤0.01%	945
2023 Q3	$29.3K	Hold	375	–	–	﹤0.01%	967
2023 Q2	$32.5K	Hold	375	–	–	﹤0.01%	957
2023 Q1	$31.8K	Hold	375	–	–	﹤0.01%	1003
2022 Q4	$31.6K	Hold	375	–	–	﹤0.01%	1019
2022 Q3	$30K	Hold	375	–	–	﹤0.01%	1020
2022 Q2	$34K	Hold	375	–	–	﹤0.01%	1028
2022 Q1	$40K	Hold	375	–	–	﹤0.01%	1043
2021 Q4	$43K	Hold	375	–	–	﹤0.01%	1017
2021 Q3	$38K	Buy	+375	New	+$39.9K	﹤0.01%	1038
2016 Q3	–	Sell	-286	Closed	-$23K	–	1426
2016 Q2	$23K	Hold	286	–	–	﹤0.01%	1081
2016 Q1	$22K	Sell	286 -64	-18%	-$4.64K	﹤0.01%	1050
2015 Q4	$26K	Hold	350	–	–	﹤0.01%	1047
2015 Q3	$24K	Hold	350	–	–	﹤0.01%	1056
2015 Q2	$24K	Sell	350 -319	-48%	-$24.2K	﹤0.01%	1080
2015 Q1	$53K	Buy	669 +319	+91%	+$25.5K	﹤0.01%	958
2014 Q4	$26K	Hold	350	–	–	﹤0.01%	1093
2014 Q3	$24K	Buy	+350	New	+$25.4K	﹤0.01%	1084

Other funds holding IYR

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Manhattan's IYR Position: Q2 2024 in Review

First Manhattan sold out of iShares US Real Estate ETF (IYR) in Q2 2024, closing a stake of 395 shares — an estimated $35.5K sold.

First Manhattan first reported a position in IYR in Q3 2014 and held it in 19 quarters. The position peaked at $53K in Q1 2015. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.

First Manhattan reported no remaining iShares US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 395 iShares US Real Estate ETF shares in Q2 2024, an estimated $35.5K.
First Manhattan first reported a position in iShares US Real Estate ETF in Q3 2014 and held it in 19 quarters.
First Manhattan's iShares US Real Estate ETF position peaked at $53K in Q1 2015.
463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.