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Keeley-Teton Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Keeley-Teton Advisors’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
-1,940
Closed -$210K – 396
2022
Q1 		$210K Hold
1,940
– – 0.02% 379
2021
Q4 		$225K Buy
+1,940
New +$213K 0.02% 312
2020
Q1 		– Sell
-2,475
Closed -$230K – 261
2019
Q4 		$230K Hold
2,475
– – 0.02% 255
2019
Q3 		$232K Sell
2,475
-100
-4% -$9.11K 0.02% 250
2019
Q2 		$225K Hold
2,575
– – 0.02% 259
2019
Q1 		$224K Buy
+2,575
New +$213K 0.02% 261
2018
Q4 		– Sell
-2,575
Closed -$206K – 269
2018
Q3 		$206K Hold
2,575
– – 0.01% 259
2018
Q2 		$207K Sell
2,575
-700
-21% -$53.9K 0.01% 270
2018
Q1 		$247K Sell
3,275
-1,250
-28% -$94.8K 0.02% 260
2017
Q4 		$367K Sell
4,525
-150
-3% -$12.2K 0.02% 246
2017
Q3 		$373K Hold
4,675
– – 0.02% 249
2017
Q2 		$373K Sell
4,675
-489
-9% -$38.9K 0.02% 252
2017
Q1 		$405K Buy
+5,164
New +$403K 0.02% 242

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

Keeley-Teton Advisors's IYR Position: Q2 2022 in Review

Keeley-Teton Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 1,940 shares — an estimated $210K sold.

Keeley-Teton Advisors first reported a position in IYR in Q1 2017 and held it in 13 quarters. The position peaked at $405K in Q1 2017. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Keeley-Teton Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Keeley-Teton Advisors sold 1,940 iShares US Real Estate ETF shares in Q2 2022, an estimated $210K.
  • Keeley-Teton Advisors first reported a position in iShares US Real Estate ETF in Q1 2017 and held it in 13 quarters.
  • Keeley-Teton Advisors's iShares US Real Estate ETF position peaked at $405K in Q1 2017.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Keeley-Teton Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.