Mitsubishi UFJ Morgan Stanley Securities’s iShares US Real Estate ETF IYR Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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 Q1	–	Sell	-7,817	Closed	-$715K	–	36
2023 Q4	$715K	Buy	+7,817	New	+$640K	4.12%	9
2023 Q1	–	Sell	-2,420	Closed	-$204K	–	110
2022 Q4	$204K	Hold	2,420	–	–	1.79%	7
2022 Q3	$197K	Hold	2,420	–	–	2.65%	6
2022 Q2	$223K	Hold	2,420	–	–	0.3%	6
2022 Q1	$262K	Sell	2,420 -1,650	-41%	-$174K	0.23%	6
2021 Q4	$473K	Buy	4,070 +1,400	+52%	+$153K	0.23%	9
2021 Q3	$273K	Buy	2,670 +1,830	+218%	+$195K	0.25%	8
2021 Q2	$86K	Buy	+840	New	+$83.4K	0.64%	28

Other funds holding IYR

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

CWM

CIBC World Markets New York $20.8B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

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

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

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

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

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

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

Mitsubishi UFJ Morgan Stanley Securities's IYR Position: Q1 2024 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 7,817 shares — an estimated $715K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in IYR in Q2 2021 and held it in 8 quarters. The position peaked at $715K in Q4 2023. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

Mitsubishi UFJ Morgan Stanley Securities reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Mitsubishi UFJ Morgan Stanley Securities sold 7,817 iShares US Real Estate ETF shares in Q1 2024, an estimated $715K.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in iShares US Real Estate ETF in Q2 2021 and held it in 8 quarters.
Mitsubishi UFJ Morgan Stanley Securities's iShares US Real Estate ETF position peaked at $715K in Q4 2023.
472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q1 2024, filed 2 May 2024.