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

Granite Investment 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
2021 Q3	$365K	Buy	3,568 +32	+0.9%	+$3.4K	0.06%	143
2021 Q2	$360K	Sell	3,536 -3,286	-48%	-$326K	0.06%	146
2021 Q1	$627K	Sell	6,822 -873	-11%	-$76.6K	0.1%	119
2020 Q4	$659K	Sell	7,695 -2,116	-22%	-$176K	0.12%	122
2020 Q3	$783K	Buy	9,811 +206	+2%	+$16.6K	0.15%	113
2020 Q2	$757K	Sell	9,605 -17	-0.2%	-$1.29K	0.16%	108
2020 Q1	$669K	Buy	9,622 +281	+3%	+$24.9K	0.17%	107
2019 Q4	$869K	Buy	9,341 +75	+0.8%	+$6.95K	0.16%	109
2019 Q3	$867K	Buy	9,266 +4,766	+106%	+$434K	0.17%	107
2019 Q2	$393K	Hold	4,500	–	–	0.07%	128
2019 Q1	$392K	Hold	4,500	–	–	0.08%	117
2018 Q4	$337K	Hold	4,500	–	–	0.07%	122
2018 Q3	$360K	Hold	4,500	–	–	0.06%	124
2018 Q2	$363K	Hold	4,500	–	–	0.07%	125
2018 Q1	$340K	Buy	+4,500	New	+$341K	0.06%	131

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

LMIM

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

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

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

Granite Investment Advisors's IYR Position: Q3 2021 in Review

Granite Investment Advisors increased its iShares US Real Estate ETF (IYR) stake by 0.9% in Q3 2021, buying an estimated $3.4K and bringing the position to 3,568 shares worth $365K. The position accounts for 0.06% of the portfolio, ranked #143.

Granite Investment Advisors first reported a position in IYR in Q1 2018 and has held it in 15 quarters since. The position peaked at $869K in Q4 2019. 502 funds tracked by Wall St. Rank hold IYR as of Q3 2021.

Granite Investment Advisors held 3,568 shares of iShares US Real Estate ETF worth $365K as of Q3 2021.
Granite Investment Advisors bought 32 iShares US Real Estate ETF shares in Q3 2021, an estimated $3.4K.
iShares US Real Estate ETF made up 0.06% of Granite Investment Advisors's portfolio in Q3 2021, its #143 holding.
Granite Investment Advisors first reported a position in iShares US Real Estate ETF in Q1 2018 and has held it in 15 quarters since.
Granite Investment Advisors's iShares US Real Estate ETF position peaked at $869K in Q4 2019.
502 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2021.

Based on Granite Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.