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

Foresters 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
2019 Q3	$18.5M	Sell	197,507 -102,050	-34%	-$9.29M	0.37%	89
2019 Q2	$26.2M	Buy	299,557 +190,007	+173%	+$16.6M	0.47%	65
2019 Q1	$9.54M	Buy	109,550 +600	+0.6%	+$49.6K	0.17%	197
2018 Q4	$8.16M	Buy	+108,950	New	+$8.56M	0.15%	198
2018 Q1	–	Sell	-54,850	Closed	-$4.44M	–	477
2017 Q4	$4.44M	Hold	54,850	–	–	0.07%	273
2017 Q3	$4.38M	Hold	54,850	–	–	0.07%	259
2017 Q2	$4.38M	Hold	54,850	–	–	0.07%	255
2017 Q1	$4.3M	Hold	54,850	–	–	0.08%	249
2016 Q4	$4.16M	Sell	54,850 -17,700	-24%	-$1.34M	0.07%	243
2016 Q3	$5.85M	Buy	72,550 +17,900	+33%	+$1.48M	0.11%	207
2016 Q2	$4.5M	Hold	54,650	–	–	0.09%	230
2016 Q1	$4.25M	Buy	54,650 +8,300	+18%	+$602K	0.09%	222
2015 Q4	$3.48M	Hold	46,350	–	–	0.07%	239
2015 Q3	$3.29M	Buy	46,350 +4,750	+11%	+$346K	0.07%	245
2015 Q2	$2.97M	Buy	41,600 +6,600	+19%	+$500K	0.06%	268
2015 Q1	$2.78M	Buy	+35,000	New	+$2.8M	0.05%	261

Other funds holding IYR

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

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

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

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Foresters Investment Management's IYR Position: Q3 2019 in Review

Foresters Investment Management reduced its iShares US Real Estate ETF (IYR) stake by 34% in Q3 2019, selling an estimated $9.29M and leaving 197,507 shares worth $18.5M. The position accounts for 0.37% of the portfolio, ranked #89.

Foresters Investment Management first reported a position in IYR in Q1 2015 and has held it in 16 quarters since. The position peaked at $26.2M in Q2 2019. 446 funds tracked by Wall St. Rank hold IYR as of Q3 2019.

Foresters Investment Management held 197,507 shares of iShares US Real Estate ETF worth $18.5M as of Q3 2019.
Foresters Investment Management sold 102,050 iShares US Real Estate ETF shares in Q3 2019, an estimated $9.29M.
iShares US Real Estate ETF made up 0.37% of Foresters Investment Management's portfolio in Q3 2019, its #89 holding.
Foresters Investment Management first reported a position in iShares US Real Estate ETF in Q1 2015 and has held it in 16 quarters since.
Foresters Investment Management's iShares US Real Estate ETF position peaked at $26.2M in Q2 2019.
446 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.