Invesco
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Invesco’s iShares US Real Estate ETF IYR Stock Holding History

Invesco’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
2022
Q4 		– Sell
-19,191
Closed -$1.56M – 4042
2022
Q3 		$1.56M Buy
19,191
+10,553
+122% +$999K ﹤0.01% 2741
2022
Q2 		$795K Buy
+8,638
New +$861K ﹤0.01% 3090
2022
Q1 		– Sell
-15,665
Closed -$1.82M – 4054
2021
Q4 		$1.82M Buy
+15,665
New +$1.72M ﹤0.01% 2830
2021
Q1 		– Sell
-30,132
Closed -$2.58M – 3900
2020
Q4 		$2.58M Buy
+30,132
New +$2.51M ﹤0.01% 2512
2020
Q3 		– Sell
-10,917
Closed -$860K – 3656
2020
Q2 		$860K Sell
10,917
-11,599
-52% -$879K ﹤0.01% 2863
2020
Q1 		$1.57M Sell
22,516
-66,091
-75% -$5.85M ﹤0.01% 2528
2019
Q4 		$8.25M Buy
+88,607
New +$8.22M ﹤0.01% 1881
2019
Q1 		– Sell
-68,532
Closed -$5.14M – 3757
2018
Q4 		$5.14M Buy
+68,532
New +$5.39M ﹤0.01% 1934
2018
Q1 		– Sell
-68,527
Closed -$5.55M – 3741
2017
Q4 		$5.55M Buy
+68,527
New +$5.56M ﹤0.01% 1919
2017
Q1 		– Sell
-111,796
Closed -$8.6M – 3727
2016
Q4 		$8.6M Buy
+111,796
New +$8.49M ﹤0.01% 1652
2016
Q1 		– Sell
-92,870
Closed -$6.97M – 3728
2015
Q4 		$6.97M Buy
92,870
+70,958
+324% +$5.3M ﹤0.01% 1668
2015
Q3 		$1.55M Buy
21,912
+19,259
+726% +$1.4M ﹤0.01% 2662
2015
Q2 		$189K Buy
+2,653
New +$201K ﹤0.01% 3744
2015
Q1 		– Sell
-2,394
Closed -$184K – 4040
2014
Q4 		$184K Buy
+2,394
New +$179K ﹤0.01% 3669
2014
Q2 		– Sell
-189
Closed -$13K – 4075
2014
Q1 		$13K Sell
189
-145,576
-100% -$9.66M ﹤0.01% 4001
2013
Q4 		$9.2M Buy
145,765
+142,247
+4,043% +$9.16M ﹤0.01% 1596
2013
Q3 		$224K Sell
3,518
-2,200
-38% -$144K ﹤0.01% 3719
2013
Q2 		$380K Buy
+5,718
New +$404K ﹤0.01% 3403

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco's IYR Position: Q4 2022 in Review

Invesco sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 19,191 shares — an estimated $1.56M sold.

Invesco first reported a position in IYR in Q2 2013 and held it in 18 quarters. The position peaked at $9.2M in Q4 2013. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • Invesco reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Invesco sold 19,191 iShares US Real Estate ETF shares in Q4 2022, an estimated $1.56M.
  • Invesco first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 18 quarters.
  • Invesco's iShares US Real Estate ETF position peaked at $9.2M in Q4 2013.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Invesco's 13F filing for Q4 2022, filed 13 Feb 2023.