Paloma Partners’s iShares US Real Estate ETF IYR Stock Holding History

Paloma Partners’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
2025 Q1	–	Sell	-1,340	Closed	-$125K	–	197
2024 Q4	$125K	Buy	+1,340	New	+$132K	0.01%	257
2024 Q2	–	Sell	-26,868	Closed	-$2.3M	–	1355
2024 Q1	$2.42M	Buy	+26,868	New	+$2.38M	0.13%	211
2023 Q4	–	Sell	-123,403	Closed	-$10.1M	–	828
2023 Q3	$9.64M	Buy	123,403 +36,987	+43%	+$3.15M	0.33%	50
2023 Q2	$7.48M	Buy	86,416 +34,887	+68%	+$2.93M	0.27%	57
2023 Q1	$4.37M	Buy	+51,529	New	+$4.51M	0.15%	112
2021 Q3	–	Sell	-20,665	Closed	-$2.11M	–	1489
2021 Q2	$2.11M	Buy	20,665 +17,660	+588%	+$1.75M	0.04%	408
2021 Q1	$276K	Buy	+3,005	New	+$264K	0.01%	1550
2020 Q4	–	Sell	-14,932	Closed	-$1.19M	–	1934
2020 Q3	$1.19M	Sell	14,932 -1,075,289	-99%	-$86.8M	0.03%	636
2020 Q2	$85.9M	Buy	1,090,221 +1,044,724	+2,296%	+$79.2M	1.49%	4
2020 Q1	$3.17M	Sell	45,497 -14,503	-24%	-$1.28M	0.18%	76
2019 Q4	$5.58M	Sell	60,000 -255,863	-81%	-$23.7M	0.08%	206
2019 Q3	$29.5M	Sell	315,863 -455,427	-59%	-$41.5M	0.61%	20
2019 Q2	$67.3M	Sell	771,290 -31,263	-4%	-$2.74M	1.14%	13
2019 Q1	$69.9M	Buy	802,553 +307,658	+62%	+$25.4M	1.7%	5
2018 Q4	$37.1M	Buy	494,895 +28,103	+6%	+$2.21M	1.13%	14
2018 Q3	$37.4M	Buy	466,792 +260,697	+126%	+$21.3M	0.68%	21
2018 Q2	$16.6M	Buy	+206,095	New	+$15.9M	0.3%	40
2018 Q1	–	Sell	-404,716	Closed	-$32.8M	–	2100
2017 Q4	$32.8M	Buy	404,716 +365,975	+945%	+$29.7M	0.44%	17
2017 Q3	$3.1M	Buy	38,741 +4,891	+14%	+$393K	0.04%	474
2017 Q2	$2.7M	Buy	33,850 +14,675	+77%	+$1.17M	0.03%	581
2017 Q1	$1.5M	Buy	19,175 +12,511	+188%	+$976K	0.02%	978
2016 Q4	$513K	Buy	+6,664	New	+$506K	0.01%	1494
2016 Q2	–	Sell	-137,784	Closed	-$10.8M	–	2231
2016 Q1	$10.7M	Buy	+137,784	New	+$10M	0.18%	73
2015 Q4	–	Sell	-129,989	Closed	-$9.22M	–	1810
2015 Q3	$9.22M	Buy	+129,989	New	+$9.47M	0.21%	62
2015 Q2	–	Sell	-156,702	Closed	-$12.4M	–	1858
2015 Q1	$12.4M	Sell	156,702 -3,998	-2%	-$320K	0.35%	42
2014 Q4	$12.3M	Buy	160,700 +14,361	+10%	+$1.07M	0.53%	36
2014 Q3	$10.1M	Buy	146,339 +71,339	+95%	+$5.17M	0.47%	50
2014 Q2	$5.38M	Sell	75,000 -193,730	-72%	-$13.6M	0.22%	108
2014 Q1	$18.2M	Buy	+268,730	New	+$17.8M	1.17%	8
2013 Q4	–	Sell	-83,333	Closed	-$5.31M	–	1084
2013 Q3	$5.31M	Buy	83,333 +52,646	+172%	+$3.44M	0.21%	83
2013 Q2	$2.04M	Buy	+30,687	New	+$2.17M	0.11%	158

Other funds holding IYR

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

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

CWM

CIBC World Markets New York $20.8B AUM

Goldman Sachs New York $871B AUM 31.28% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Paloma Partners's IYR Position: Q1 2025 in Review

Paloma Partners sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 1,340 shares — an estimated $125K sold.

Paloma Partners first reported a position in IYR in Q2 2013 and held it in 31 quarters. The position peaked at $85.9M in Q2 2020. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

Paloma Partners reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Paloma Partners sold 1,340 iShares US Real Estate ETF shares in Q1 2025, an estimated $125K.
Paloma Partners first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 31 quarters.
Paloma Partners's iShares US Real Estate ETF position peaked at $85.9M in Q2 2020.
480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Paloma Partners's 13F filing for Q1 2025, filed 15 May 2025.