MWAM
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Manhattan West Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Manhattan West 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
2026
Q1 		$245K Hold
2,592
– – 0.05% 138
2025
Q4 		$243K Hold
2,592
– – 0.05% 133
2025
Q3 		$252K Sell
2,592
-26
-1% -$2.5K 0.05% 131
2025
Q2 		$248K Sell
2,618
-222
-8% -$20.7K 0.06% 124
2025
Q1 		$272K Sell
2,840
-160
-5% -$15.2K 0.07% 118
2024
Q4 		$279K Buy
3,000
+605
+25% +$59.6K 0.08% 118
2024
Q3 		$244K Sell
2,395
-194
-7% -$18.7K 0.06% 127
2024
Q2 		$227K Buy
+2,589
New +$222K 0.06% 136

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return