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

Karp 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
2022
Q2 		– Sell
-85,199
Closed -$9.22M – 153
2022
Q1 		$9.22M Sell
85,199
-13,148
-13% -$1.39M 1.34% 28
2021
Q4 		$11.4M Buy
98,347
+9,335
+10% +$1.02M 1.43% 25
2021
Q3 		$9.11M Buy
89,012
+4,918
+6% +$523K 1.28% 27
2021
Q2 		$8.57M Buy
+84,094
New +$8.35M 1.27% 25
2019
Q1 		– Sell
-65
Closed -$5K – 251
2018
Q4 		$5K Buy
+65
New +$5.11K ﹤0.01% 295
2018
Q1 		– Sell
-42,411
Closed -$3.44M – 124
2017
Q4 		$3.44M Buy
42,411
+8,734
+26% +$709K 1.45% 21
2017
Q3 		$2.69M Buy
33,677
+3,944
+13% +$317K 1.25% 32
2017
Q2 		$2.37M Buy
29,733
+178
+0.6% +$14.2K 1.17% 40
2017
Q1 		$2.32M Buy
+29,555
New +$2.31M 1.31% 36
2016
Q4 		– Sell
-67,168
Closed -$5.42M – 80
2016
Q3 		$5.42M Sell
67,168
-2,818
-4% -$233K 3.46% 3
2016
Q2 		$5.77M Buy
69,986
+21,936
+46% +$1.72M 3.83% 3
2016
Q1 		$3.74M Buy
48,050
+16,262
+51% +$1.18M 2.58% 3
2015
Q4 		$2.39M Buy
31,788
+27,248
+600% +$2.03M 1.39% 31
2015
Q3 		$322K Buy
4,540
+3,620
+393% +$264K 0.22% 73
2015
Q2 		$66K Sell
920
-24,667
-96% -$1.87M 0.04% 152
2015
Q1 		$2.03M Buy
25,587
+2,945
+13% +$236K 1.38% 28
2014
Q4 		$1.74M Buy
+22,642
New +$1.69M 1.27% 29

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Karp Capital Management's IYR Position: Q2 2022 in Review

Karp Capital Management sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 85,199 shares — an estimated $9.22M sold.

Karp Capital Management first reported a position in IYR in Q4 2014 and held it in 17 quarters. The position peaked at $11.4M in Q4 2021. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Karp Capital Management reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Karp Capital Management sold 85,199 iShares US Real Estate ETF shares in Q2 2022, an estimated $9.22M.
  • Karp Capital Management first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 17 quarters.
  • Karp Capital Management's iShares US Real Estate ETF position peaked at $11.4M in Q4 2021.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Karp Capital Management's 13F filing for Q2 2022, filed 15 Jul 2022.