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Keeley Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Keeley Asset 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
2016
Q4 		$315K Buy
4,093
+458
+13% +$34.8K 0.01% 251
2016
Q3 		$293K Buy
+3,635
New +$301K 0.01% 255

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $90.6M AUM 18.77% 1-Year Est. Return

Keeley Asset Management's IYR Position: Q4 2016 in Review

Keeley Asset Management increased its iShares US Real Estate ETF (IYR) stake by 13% in Q4 2016, buying an estimated $34.8K and bringing the position to 4,093 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #251.

Keeley Asset Management first reported a position in IYR in Q3 2016 and has held it in 2 quarters since. 364 funds tracked by Wall St. Rank hold IYR as of Q4 2016.

  • Keeley Asset Management held 4,093 shares of iShares US Real Estate ETF worth $315K as of Q4 2016.
  • Keeley Asset Management bought 458 iShares US Real Estate ETF shares in Q4 2016, an estimated $34.8K.
  • iShares US Real Estate ETF made up 0.01% of Keeley Asset Management's portfolio in Q4 2016, its #251 holding.
  • Keeley Asset Management first reported a position in iShares US Real Estate ETF in Q3 2016 and has held it in 2 quarters since.
  • 364 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2016.

Based on Keeley Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.