Ocean Park Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Ocean Park 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
2024 Q4	–	Sell	-218,843	Closed	-$22.3M	–	90
2024 Q3	$22.3M	Buy	+218,843	New	+$21.1M	0.98%	18
2024 Q1	–	Sell	-45,511	Closed	-$4.16M	–	74
2023 Q4	$4.16M	Buy	+45,511	New	+$3.73M	0.2%	50
2022 Q2	–	Sell	-93,000	Closed	-$10.1M	–	2
2022 Q1	$10.1M	Buy	93,000 +18,350	+25%	+$1.94M	14.69%	4
2021 Q4	$8.67M	Buy	+74,650	New	+$8.18M	0.72%	5

Other funds holding IYR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ocean Park Asset Management's IYR Position: Q4 2024 in Review

Ocean Park Asset Management sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 218,843 shares — an estimated $22.3M sold.

Ocean Park Asset Management first reported a position in IYR in Q4 2021 and held it in 4 quarters. The position peaked at $22.3M in Q3 2024. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

Ocean Park Asset Management reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Ocean Park Asset Management sold 218,843 iShares US Real Estate ETF shares in Q4 2024, an estimated $22.3M.
Ocean Park Asset Management first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 4 quarters.
Ocean Park Asset Management's iShares US Real Estate ETF position peaked at $22.3M in Q3 2024.
515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Ocean Park Asset Management's 13F filing for Q4 2024, filed 29 Jan 2025.