HB
IYR icon

Homrich & Berg’s iShares US Real Estate ETF IYR Stock Holding History

Homrich & Berg’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 		$569K Sell
5,560
-428
-7% -$45.5K 0.01% 288
2021
Q2 		$610K Sell
5,988
-985
-14% -$97.8K 0.01% 273
2021
Q1 		$641K Sell
6,973
-1,532
-18% -$134K 0.02% 250
2020
Q4 		$728K Buy
+8,505
New +$708K 0.02% 230

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Homrich & Berg's IYR Position: Q3 2021 in Review

Homrich & Berg reduced its iShares US Real Estate ETF (IYR) stake by 7.1% in Q3 2021, selling an estimated $45.5K and leaving 5,560 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #288.

Homrich & Berg first reported a position in IYR in Q4 2020 and has held it in 4 quarters since. The position peaked at $728K in Q4 2020. 502 funds tracked by Wall St. Rank hold IYR as of Q3 2021.

  • Homrich & Berg held 5,560 shares of iShares US Real Estate ETF worth $569K as of Q3 2021.
  • Homrich & Berg sold 428 iShares US Real Estate ETF shares in Q3 2021, an estimated $45.5K.
  • iShares US Real Estate ETF made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #288 holding.
  • Homrich & Berg first reported a position in iShares US Real Estate ETF in Q4 2020 and has held it in 4 quarters since.
  • Homrich & Berg's iShares US Real Estate ETF position peaked at $728K in Q4 2020.
  • 502 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.