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

GRS 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
Q2 		– Sell
-52,600
Closed -$4.84M – 32
2021
Q1 		$4.84M Buy
+52,600
New +$4.62M 3.07% 17
2015
Q3 		– Sell
-923,700
Closed -$65.9M – 30
2015
Q2 		$65.9M Buy
923,700
+475,200
+106% +$36M 6.9% 2
2015
Q1 		$35.6M Buy
+448,500
New +$35.9M 3.87% 12
2014
Q2 		– Sell
-544,000
Closed -$36.8M – 30
2014
Q1 		$36.8M Sell
544,000
-89,500
-14% -$5.94M 2.54% 19
2013
Q4 		$40M Buy
633,500
+4,600
+0.7% +$296K 2.31% 22
2013
Q3 		$40.1M Sell
628,900
-1,298,500
-67% -$84.8M 1.82% 23
2013
Q2 		$128M Buy
+1,927,400
New +$136M 4.89% 4

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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