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
2021 Q3	–	Sell	-275,000	Closed	-$28M	–	75
2021 Q2	$28M	Buy	+275,000	New	+$27.3M	9.76%	1
2020 Q1	–	Sell	-175,000	Closed	-$16.3M	–	59
2019 Q4	$16.3M	Buy	175,000 +25,000	+17%	+$2.32M	7.88%	1
2019 Q3	$14M	Buy	150,000 +5,000	+3%	+$455K	7.71%	1
2019 Q2	$12.7M	Hold	145,000	–	–	5.75%	2
2019 Q1	$12.6M	Sell	145,000 -131,500	-48%	-$10.9M	6.63%	1
2018 Q4	$20.7M	Hold	276,500	–	–	17.7%	1
2018 Q3	$22.1M	Sell	276,500 -68,500	-20%	-$5.59M	15.31%	1
2018 Q2	$27.8M	Buy	345,000 +122,000	+55%	+$9.4M	11.86%	2
2018 Q1	$16.8M	Sell	223,000 -61,000	-21%	-$4.63M	9%	3
2017 Q4	$23M	Buy	284,000 +137,500	+94%	+$11.2M	14.64%	1
2017 Q3	$11.7M	Buy	+146,500	New	+$11.8M	11.16%	1

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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.