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Penserra Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Penserra Capital 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
2019
Q4 		– Sell
-3,965
Closed -$370K – 932
2019
Q3 		$370K Buy
+3,965
New +$361K 0.03% 340
2019
Q2 		– Sell
-13,689
Closed -$1.19M – 826
2019
Q1 		$1.19M Buy
+13,689
New +$1.13M 0.1% 176

Other funds holding IYR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Penserra Capital Management's IYR Position: Q4 2019 in Review

Penserra Capital Management sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 3,965 shares — an estimated $370K sold.

Penserra Capital Management first reported a position in IYR in Q1 2019 and held it in 2 quarters. The position peaked at $1.19M in Q1 2019. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

  • Penserra Capital Management reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Penserra Capital Management sold 3,965 iShares US Real Estate ETF shares in Q4 2019, an estimated $370K.
  • Penserra Capital Management first reported a position in iShares US Real Estate ETF in Q1 2019 and held it in 2 quarters.
  • Penserra Capital Management's iShares US Real Estate ETF position peaked at $1.19M in Q1 2019.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Penserra Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.