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Fort Point Capital Partners’s iShares US Real Estate ETF IYR Stock Holding History

Fort Point Capital Partners’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
-49,660
Closed -$5.37M – 287
2022
Q1 		$5.37M Buy
+49,660
New +$5.24M 0.75% 38
2016
Q4 		– Sell
-3,833
Closed -$309K – 129
2016
Q3 		$309K Buy
+3,833
New +$317K 0.14% 98
2016
Q2 		– Sell
-4,201
Closed -$327K – 132
2016
Q1 		$327K Sell
4,201
-1,202
-22% -$87.2K 0.17% 76
2015
Q4 		$406K Sell
5,403
-625
-10% -$46.7K 0.21% 70
2015
Q3 		$428K Buy
6,028
+66
+1% +$4.81K 0.26% 53
2015
Q2 		$425K Sell
5,962
-29,349
-83% -$2.23M 0.27% 44
2015
Q1 		$2.8M Sell
35,311
-6,548
-16% -$524K 1.84% 13
2014
Q4 		$3.22M Buy
41,859
+306
+0.7% +$22.9K 2.39% 11
2014
Q3 		$2.88M Sell
41,553
-1,277
-3% -$92.5K 2.16% 11
2014
Q2 		$3.08M Sell
42,830
-1,994
-4% -$140K 2.72% 8
2014
Q1 		$3.03M Buy
44,824
+3,266
+8% +$217K 2.92% 7
2013
Q4 		$2.62M Buy
+41,558
New +$2.68M 1.97% 8

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

Fort Point Capital Partners's IYR Position: Q2 2022 in Review

Fort Point Capital Partners sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 49,660 shares — an estimated $5.37M sold.

Fort Point Capital Partners first reported a position in IYR in Q4 2013 and held it in 12 quarters. The position peaked at $5.37M in Q1 2022. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Fort Point Capital Partners reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Fort Point Capital Partners sold 49,660 iShares US Real Estate ETF shares in Q2 2022, an estimated $5.37M.
  • Fort Point Capital Partners first reported a position in iShares US Real Estate ETF in Q4 2013 and held it in 12 quarters.
  • Fort Point Capital Partners's iShares US Real Estate ETF position peaked at $5.37M in Q1 2022.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Fort Point Capital Partners's 13F filing for Q2 2022, filed 15 Aug 2022.