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

Peak 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
2022
Q3 		– Sell
-9,980
Closed -$918K – 142
2022
Q2 		$918K Buy
9,980
+528
+6% +$52.6K 0.25% 69
2022
Q1 		$1.02M Buy
9,452
+997
+12% +$105K 0.24% 68
2021
Q4 		$982K Buy
8,455
+512
+6% +$56.1K 0.23% 69
2021
Q3 		$813K Buy
7,943
+1,083
+16% +$115K 0.2% 76
2021
Q2 		$699K Buy
6,860
+823
+14% +$81.7K 0.17% 80
2021
Q1 		$555K Buy
6,037
+1,126
+23% +$98.8K 0.13% 94
2020
Q4 		$421K Buy
4,911
+64
+1% +$5.33K 0.11% 99
2020
Q3 		$387K Buy
4,847
+12
+0.2% +$969 0.12% 91
2020
Q2 		$381K Sell
4,835
-43
-0.9% -$3.26K 0.12% 85
2020
Q1 		$339K Buy
4,878
+322
+7% +$28.5K 0.13% 78
2019
Q4 		$424K Buy
4,556
+25
+0.6% +$2.32K 0.13% 81
2019
Q3 		$424K Buy
4,531
+210
+5% +$19.1K 0.14% 80
2019
Q2 		$377K Buy
4,321
+397
+10% +$34.8K 0.12% 88
2019
Q1 		$342K Buy
3,924
+133
+4% +$11K 0.12% 94
2018
Q4 		$284K Buy
3,791
+345
+10% +$27.1K 0.11% 98
2018
Q3 		$276K Buy
3,446
+437
+15% +$35.6K 0.09% 107
2018
Q2 		$242K Hold
3,009
– – 0.09% 115
2018
Q1 		$227K Buy
+3,009
New +$228K 0.08% 114
2015
Q4 		– Sell
-4,920
Closed -$349K – 125
2015
Q3 		$349K Sell
4,920
-320
-6% -$23.3K 0.19% 77
2015
Q2 		$374K Buy
5,240
+120
+2% +$9.1K 0.2% 81
2015
Q1 		$406K Buy
5,120
+412
+9% +$33K 0.2% 79
2014
Q4 		$362K Buy
+4,708
New +$352K 0.19% 79

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Peak Asset Management's IYR Position: Q3 2022 in Review

Peak Asset Management sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 9,980 shares — an estimated $918K sold.

Peak Asset Management first reported a position in IYR in Q4 2014 and held it in 22 quarters. The position peaked at $1.02M in Q1 2022. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • Peak Asset Management reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Peak Asset Management sold 9,980 iShares US Real Estate ETF shares in Q3 2022, an estimated $918K.
  • Peak Asset Management first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 22 quarters.
  • Peak Asset Management's iShares US Real Estate ETF position peaked at $1.02M in Q1 2022.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Peak Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.