Lebenthal Global Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Lebenthal Global 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
2024 Q3	–	Sell	-25,131	Closed	-$2.2M	–	193
2024 Q2	$2.2M	Sell	25,131 -104	-0.4%	-$8.92K	0.48%	28
2024 Q1	$2.27M	Sell	25,235 -782	-3%	-$69.1K	0.5%	29
2023 Q4	$2.38M	Sell	26,017 -1,070	-4%	-$87.6K	0.55%	27
2023 Q3	$2.12M	Buy	+27,087	New	+$2.31M	0.64%	25

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lebenthal Global Advisors's IYR Position: Q3 2024 in Review

Lebenthal Global Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2024, closing a stake of 25,131 shares — an estimated $2.2M sold.

Lebenthal Global Advisors first reported a position in IYR in Q3 2023 and held it in 4 quarters. The position peaked at $2.38M in Q4 2023. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

Lebenthal Global Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Lebenthal Global Advisors sold 25,131 iShares US Real Estate ETF shares in Q3 2024, an estimated $2.2M.
Lebenthal Global Advisors first reported a position in iShares US Real Estate ETF in Q3 2023 and held it in 4 quarters.
Lebenthal Global Advisors's iShares US Real Estate ETF position peaked at $2.38M in Q4 2023.
501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on Lebenthal Global Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.