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Lake Street Advisors Group’s iShares US Real Estate ETF IYR Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$283K Sell
3,037
-831
-21% -$81.9K 0.01% 469
2024
Q3 		$394K Sell
3,868
-24,618
-86% -$2.37M 0.02% 382
2024
Q2 		$2.5M Sell
28,486
-62,080
-69% -$5.33M 0.12% 107
2024
Q1 		$8.14M Sell
90,566
-1
-0% -$88 0.38% 49
2023
Q4 		$8.28M Buy
90,567
+526
+0.6% +$43.1K 0.42% 46
2023
Q3 		$7.04M Sell
90,041
-515
-0.6% -$43.9K 0.42% 44
2023
Q2 		$7.84M Sell
90,556
-14,433
-14% -$1.21M 0.43% 43
2023
Q1 		$8.91M Sell
104,989
-25,172
-19% -$2.2M 0.55% 36
2022
Q4 		$11M Buy
130,161
+3,191
+3% +$268K 0.72% 31
2022
Q3 		$10.3M Sell
126,970
-7,421
-6% -$702K 0.75% 29
2022
Q2 		$12.4M Buy
134,391
+164
+0.1% +$16.4K 0.88% 24
2022
Q1 		$14.5M Buy
134,227
+168
+0.1% +$17.7K 0.93% 22
2021
Q4 		$15.6M Buy
134,059
+466
+0.3% +$51K 0.98% 22
2021
Q3 		$13.7M Sell
133,593
-6,994
-5% -$744K 1.46% 15
2021
Q2 		$15M Buy
140,587
+4,184
+3% +$415K 1.11% 20
2021
Q1 		$12.5M Buy
136,403
+131
+0.1% +$11.5K 1.02% 24
2020
Q4 		$11.7M Sell
136,272
-492
-0.4% -$41K 0.97% 25
2020
Q3 		$10.9M Sell
136,764
-2,795
-2% -$226K 1.03% 23
2020
Q2 		$11M Sell
139,559
-13,023
-9% -$987K 1.12% 20
2020
Q1 		$10.6M Buy
152,582
+980
+0.6% +$86.7K 1.32% 18
2019
Q4 		$14.1M Buy
151,602
+870
+0.6% +$80.7K 1.39% 20
2019
Q3 		$13M Sell
150,732
-45
-0% -$4.1K 1.41% 17
2019
Q2 		$13.2M Sell
150,777
-2,212
-1% -$194K 1.39% 18
2019
Q1 		$13.3M Sell
152,989
-2,563
-2% -$212K 1.4% 18
2018
Q4 		$11.7M Buy
155,552
+1,374
+0.9% +$108K 1.42% 17
2018
Q3 		$12.3M Sell
154,178
-41,462
-21% -$3.38M 1.37% 18
2018
Q2 		$15.8M Sell
195,640
-19,249
-9% -$1.48M 1.58% 16
2018
Q1 		$16.2M Sell
214,889
-3,493
-2% -$265K 1.82% 15
2017
Q4 		$17.7M Buy
+218,382
New +$17.7M 2% 14

Other funds holding IYR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lake Street Advisors Group's IYR Position: Q4 2024 in Review

Lake Street Advisors Group reduced its iShares US Real Estate ETF (IYR) stake by 21% in Q4 2024, selling an estimated $81.9K and leaving 3,037 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #469.

Lake Street Advisors Group first reported a position in IYR in Q4 2017 and has held it in 29 quarters since. The position peaked at $17.7M in Q4 2017. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

  • Lake Street Advisors Group held 3,037 shares of iShares US Real Estate ETF worth $283K as of Q4 2024.
  • Lake Street Advisors Group sold 831 iShares US Real Estate ETF shares in Q4 2024, an estimated $81.9K.
  • iShares US Real Estate ETF made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #469 holding.
  • Lake Street Advisors Group first reported a position in iShares US Real Estate ETF in Q4 2017 and has held it in 29 quarters since.
  • Lake Street Advisors Group's iShares US Real Estate ETF position peaked at $17.7M in Q4 2017.
  • 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.