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Ground Swell Capital’s iShares US Real Estate ETF IYR Stock Holding History

Ground Swell Capital’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
2023
Q4 		– Sell
-10,137
Closed -$792K – 94
2023
Q3 		$792K Buy
+10,137
New +$864K 1.3% 8

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Ground Swell Capital's IYR Position: Q4 2023 in Review

Ground Swell Capital sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 10,137 shares — an estimated $792K sold.

Ground Swell Capital first reported a position in IYR in Q3 2023 and held it in 1 quarter. The position peaked at $792K in Q3 2023. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

  • Ground Swell Capital reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Ground Swell Capital sold 10,137 iShares US Real Estate ETF shares in Q4 2023, an estimated $792K.
  • Ground Swell Capital first reported a position in iShares US Real Estate ETF in Q3 2023 and held it in 1 quarter.
  • Ground Swell Capital's iShares US Real Estate ETF position peaked at $792K in Q3 2023.
  • 514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Ground Swell Capital's 13F filing for Q4 2023, filed 13 Feb 2024.