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Pathstone Family Office’s iShares US Real Estate ETF IYR Stock Holding History

Pathstone Family Office’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
2023
Q3 		$17.6M Buy
+225,058
New +$19.2M 0.13% 109
2013
Q4 		– Sell
-80
Closed -$5K – 272
2013
Q3 		$5K Sell
80
-193
-71% -$12.6K 0.02% 216
2013
Q2 		$18K Buy
+273
New +$19.3K 0.02% 200

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pathstone Family Office's IYR Position: Q3 2023 in Review

Pathstone Family Office opened a new position in iShares US Real Estate ETF (IYR) in Q3 2023: 225,058 shares worth $17.6M. The stake represents 0.13% of the portfolio and ranks #109 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in IYR as recently as Q3 2013.

Pathstone Family Office first reported a position in IYR in Q2 2013 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • Pathstone Family Office held 225,058 shares of iShares US Real Estate ETF worth $17.6M as of Q3 2023.
  • iShares US Real Estate ETF was a new Pathstone Family Office position in Q3 2023.
  • iShares US Real Estate ETF made up 0.13% of Pathstone Family Office's portfolio in Q3 2023, its #109 holding.
  • Pathstone Family Office first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.