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K2 Principal Fund’s iShares US Real Estate ETF IYR Stock Holding History

K2 Principal Fund’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
2023
Q4 		– Sell
-100,000
Closed -$7.81M – 253
2023
Q3 		$7.81M Buy
+100,000
New +$8.52M 1.64% 19
2022
Q4 		– Sell
-50,000
Closed -$4.07M – 289
2022
Q3 		$4.07M Buy
+50,000
New +$4.73M 0.47% 61

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

K2 Principal Fund's IYR Position: Q1 2018 in Review

K2 Principal Fund sold out of iShares US Real Estate ETF (IYR) in Q1 2018, closing a stake of 12,000 shares — an estimated $972K sold.

K2 Principal Fund first reported a position in IYR in Q4 2017 and held it in 1 quarter. The position peaked at $972K in Q4 2017. 362 funds tracked by Wall St. Rank hold IYR as of Q1 2018.

  • K2 Principal Fund reported no remaining iShares US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • K2 Principal Fund sold 12,000 iShares US Real Estate ETF shares in Q1 2018, an estimated $972K.
  • K2 Principal Fund first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 1 quarter.
  • K2 Principal Fund's iShares US Real Estate ETF position peaked at $972K in Q4 2017.
  • 362 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2018.

Based on K2 Principal Fund's 13F filing for Q1 2018, filed 14 May 2018.