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HGI Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

HGI Capital Management’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
2025
Q2 		– Sell
-2,751
Closed -$263K – 26
2025
Q1 		$263K Buy
+2,751
New +$262K 0.33% 22
2020
Q2 		– Sell
-816
Closed -$61.9K – 60
2020
Q1 		$57K Buy
+816
New +$72.2K 0.05% 51

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Citigroup
Citigroup New York $235B AUM 32.99% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

HGI Capital Management's IYR Position: Q2 2025 in Review

HGI Capital Management sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 2,751 shares — an estimated $263K sold.

HGI Capital Management first reported a position in IYR in Q1 2020 and held it in 2 quarters. The position peaked at $263K in Q1 2025. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

  • HGI Capital Management reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • HGI Capital Management sold 2,751 iShares US Real Estate ETF shares in Q2 2025, an estimated $263K.
  • HGI Capital Management first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 2 quarters.
  • HGI Capital Management's iShares US Real Estate ETF position peaked at $263K in Q1 2025.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on HGI Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.