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Greystone Managed Investments’s iShares US Real Estate ETF IYR Stock Holding History

Greystone Managed Investments’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 		$400K Buy
4,280
+600
+16% +$54.6K 0.02% 93
2019
Q2 		$321K Sell
3,680
-600
-14% -$52.5K 0.02% 93
2019
Q1 		$373K Hold
4,280
– – 0.02% 93
2018
Q4 		$321K Sell
4,280
-100
-2% -$7.86K 0.02% 94
2018
Q3 		$350K Sell
4,380
-300
-6% -$24.5K 0.02% 95
2018
Q2 		$377K Hold
4,680
– – 0.02% 92
2018
Q1 		$353K Buy
4,680
+600
+15% +$45.5K 0.02% 92
2017
Q4 		$331K Sell
4,080
-100
-2% -$8.12K 0.01% 89
2017
Q3 		$334K Buy
4,180
+500
+14% +$40.2K 0.01% 89
2017
Q2 		$294K Sell
3,680
-700
-16% -$55.7K 0.01% 89
2017
Q1 		$344K Sell
4,380
-200
-4% -$15.6K 0.02% 87
2016
Q4 		$352K Buy
4,580
+400
+10% +$30.4K 0.02% 81
2016
Q3 		$337K Hold
4,180
– – 0.02% 81
2016
Q2 		$344K Sell
4,180
-440
-10% -$34.5K 0.01% 79
2016
Q1 		$360K Sell
4,620
-830
-15% -$60.2K 0.01% 76
2015
Q4 		$409K Sell
5,450
-420
-7% -$31.4K 0.02% 78
2015
Q3 		$416K Buy
5,870
+280
+5% +$20.4K 0.02% 78
2015
Q2 		$399K Sell
5,590
-250
-4% -$19K 0.01% 82
2015
Q1 		$463K Sell
5,840
-1,160
-17% -$92.8K 0.01% 84
2014
Q4 		$538K Sell
7,000
-580
-8% -$43.4K 0.01% 82
2014
Q3 		$525K Buy
7,580
+530
+8% +$38.4K 0.01% 82
2014
Q2 		$506K Hold
7,050
– – 0.01% 83
2014
Q1 		$477K Sell
7,050
-160
-2% -$10.6K 0.01% 82
2013
Q4 		$455K Sell
7,210
-500
-6% -$32.2K 0.01% 84
2013
Q3 		$492K Buy
7,710
+2,610
+51% +$170K 0.01% 85
2013
Q2 		$339K Buy
+5,100
New +$360K 0.01% 85

Other funds holding IYR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Greystone Managed Investments's IYR Position: Q3 2019 in Review

Greystone Managed Investments increased its iShares US Real Estate ETF (IYR) stake by 16% in Q3 2019, buying an estimated $54.6K and bringing the position to 4,280 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #93.

Greystone Managed Investments first reported a position in IYR in Q2 2013 and has held it in 26 quarters since. The position peaked at $538K in Q4 2014. 446 funds tracked by Wall St. Rank hold IYR as of Q3 2019.

  • Greystone Managed Investments held 4,280 shares of iShares US Real Estate ETF worth $400K as of Q3 2019.
  • Greystone Managed Investments bought 600 iShares US Real Estate ETF shares in Q3 2019, an estimated $54.6K.
  • iShares US Real Estate ETF made up 0.02% of Greystone Managed Investments's portfolio in Q3 2019, its #93 holding.
  • Greystone Managed Investments first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 26 quarters since.
  • Greystone Managed Investments's iShares US Real Estate ETF position peaked at $538K in Q4 2014.
  • 446 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2019.

Based on Greystone Managed Investments's 13F filing for Q3 2019, filed 5 Nov 2019.