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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
2024
Q4 		– Sell
-277,100
Closed -$28.2M – 678
2024
Q3 		$28.2M Buy
277,100
+225,500
+437% +$21.7M 0.78% 24
2024
Q2 		$4.53M Buy
+51,600
New +$4.43M 0.13% 147
2024
Q1 		– Sell
-175,500
Closed -$16M – 928
2023
Q4 		$16M Sell
175,500
-58,500
-25% -$4.79M 0.59% 26
2023
Q3 		$18.3M Sell
234,000
-85,600
-27% -$7.3M 0.63% 24
2023
Q2 		$27.7M Buy
319,600
+37,500
+13% +$3.15M 0.99% 11
2023
Q1 		$24M Buy
282,100
+90,900
+48% +$7.95M 0.84% 12
2022
Q4 		$16.1M Buy
191,200
+159,400
+501% +$13.4M 0.74% 18
2022
Q3 		$2.59M Buy
+31,800
New +$3.01M 0.12% 149
2020
Q1 		– Sell
-45,300
Closed -$4.22M – 1650
2019
Q4 		$4.22M Buy
45,300
+39,400
+668% +$3.65M 0.06% 297
2019
Q3 		$552K Buy
+5,900
New +$537K 0.01% 1092
2019
Q2 		– Sell
-37,800
Closed -$3.29M – 1969
2019
Q1 		$3.29M Sell
37,800
-22,800
-38% -$1.89M 0.08% 285
2018
Q4 		$4.54M Buy
60,600
+35,700
+143% +$2.81M 0.14% 111
2018
Q3 		$1.99M Buy
+24,900
New +$2.03M 0.04% 446
2017
Q1 		– Sell
-22,300
Closed -$1.72M – 2102
2016
Q4 		$1.72M Buy
22,300
+2,300
+12% +$175K 0.02% 782
2016
Q3 		$1.61M Sell
20,000
-22,100
-52% -$1.83M 0.02% 662
2016
Q2 		$3.46M Sell
42,100
-99,400
-70% -$7.79M 0.04% 400
2016
Q1 		$11M Buy
+141,500
New +$10.3M 0.18% 71
2014
Q3 		– Sell
-75,000
Closed -$5.38M – 1168
2014
Q2 		$5.38M Buy
+75,000
New +$5.28M 0.22% 109

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
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.