GA
IYR icon

Geller Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Geller Advisors’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
2020
Q2 		– Sell
-129,939
Closed -$9.04M – 91
2020
Q1 		$9.04M Hold
129,939
– – 2.6% 8
2019
Q4 		$12.1M Buy
129,939
+1,239
+1% +$115K 3.72% 5
2019
Q3 		$12M Hold
128,700
– – 4.36% 4
2019
Q2 		$11.2M Hold
128,700
– – 4.4% 4
2019
Q1 		$11.2M Hold
128,700
– – 4.54% 4
2018
Q4 		$9.64M Hold
128,700
– – 4.5% 5
2018
Q3 		$10.4M Hold
128,700
– – 6.15% 4
2018
Q2 		$10.4M Buy
+128,700
New +$9.92M 4.5% 4

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

Geller Advisors's IYR Position: Q2 2020 in Review

Geller Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2020, closing a stake of 129,939 shares — an estimated $9.04M sold.

Geller Advisors first reported a position in IYR in Q2 2018 and held it in 8 quarters. The position peaked at $12.1M in Q4 2019. 416 funds tracked by Wall St. Rank hold IYR as of Q2 2020.

  • Geller Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Geller Advisors sold 129,939 iShares US Real Estate ETF shares in Q2 2020, an estimated $9.04M.
  • Geller Advisors first reported a position in iShares US Real Estate ETF in Q2 2018 and held it in 8 quarters.
  • Geller Advisors's iShares US Real Estate ETF position peaked at $12.1M in Q4 2019.
  • 416 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2020.

Based on Geller Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.