Paloma Partners’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-246,900
| Closed | -$25.2M | – | 677 |
|
|
2024
Q3 | $25.2M | Buy |
246,900
+102,600
| +71% | +$9.88M | 0.7% | 31 |
|
|
2024
Q2 | $12.7M | Sell |
144,300
-60,884
| -30% | -$5.22M | 0.36% | 37 |
|
|
2024
Q1 | $18.4M | Buy |
205,184
+1,984
| +1% | +$175K | 0.97% | 11 |
|
|
2023
Q4 | $18.6M | Buy |
203,200
+3,500
| +2% | +$287K | 0.68% | 22 |
|
|
2023
Q3 | $15.6M | Sell |
199,700
-61,800
| -24% | -$5.27M | 0.54% | 28 |
|
|
2023
Q2 | $22.6M | Buy |
261,500
+55,900
| +27% | +$4.7M | 0.81% | 15 |
|
|
2023
Q1 | $17.5M | Buy |
205,600
+78,800
| +62% | +$6.89M | 0.61% | 17 |
|
|
2022
Q4 | $10.7M | Buy |
126,800
+73,500
| +138% | +$6.17M | 0.49% | 28 |
|
|
2022
Q3 | $4.34M | Sell |
53,300
-21,700
| -29% | -$2.05M | 0.2% | 80 |
|
|
2022
Q2 | $6.9M | Buy |
75,000
+50,200
| +202% | +$5M | 0.24% | 53 |
|
|
2022
Q1 | $2.68M | Buy |
+24,800
| New | +$2.62M | 0.08% | 175 |
|
|
2021
Q3 | – | Sell |
-445,700
| Closed | -$45.4M | – | 1488 |
|
|
2021
Q2 | $45.4M | Buy |
+445,700
| New | +$44.2M | 0.82% | 17 |
|
|
2020
Q3 | – | Sell |
-18,200
| Closed | -$1.43M | – | 2267 |
|
|
2020
Q2 | $1.43M | Sell |
18,200
-179,000
| -91% | -$13.6M | 0.02% | 761 |
|
|
2020
Q1 | $13.7M | Buy |
197,200
+131,600
| +201% | +$11.6M | 0.77% | 17 |
|
|
2019
Q4 | $6.11M | Buy |
65,600
+62,000
| +1,722% | +$5.75M | 0.09% | 190 |
|
|
2019
Q3 | $337K | Buy |
3,600
+500
| +16% | +$45.5K | 0.01% | 1453 |
|
|
2019
Q2 | $271K | Sell |
3,100
-21,600
| -87% | -$1.89M | ﹤0.01% | 1356 |
|
|
2019
Q1 | $2.15M | Buy |
24,700
+12,200
| +98% | +$1.01M | 0.05% | 417 |
|
|
2018
Q4 | $937K | Buy |
12,500
+500
| +4% | +$39.3K | 0.03% | 480 |
|
|
2018
Q3 | $960K | Buy |
+12,000
| New | +$978K | 0.02% | 762 |
|
|
2017
Q3 | – | Sell |
-18,400
| Closed | -$1.47M | – | 2258 |
|
|
2017
Q2 | $1.47M | Buy |
+18,400
| New | +$1.46M | 0.02% | 965 |
|
|
2017
Q1 | – | Sell |
-30,900
| Closed | -$2.38M | – | 2101 |
|
|
2016
Q4 | $2.38M | Buy |
30,900
+10,900
| +55% | +$828K | 0.02% | 574 |
|
|
2016
Q3 | $1.61M | Sell |
20,000
-128,400
| -87% | -$10.6M | 0.02% | 661 |
|
|
2016
Q2 | $12.2M | Sell |
148,400
-95,900
| -39% | -$7.52M | 0.13% | 81 |
|
|
2016
Q1 | $19M | Buy |
+244,300
| New | +$17.7M | 0.31% | 39 |
|
Other funds holding IYR
WI
CWM
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.