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Perella Weinberg Partners Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Perella Weinberg Partners 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
2014
Q3 		– Sell
-220,193
Closed -$15.8M – 147
2014
Q2 		$15.8M Buy
+220,193
New +$15.5M 1.19% 17
2013
Q3 		– Sell
-132,900
Closed -$8.82M – 182
2013
Q2 		$8.82M Buy
+132,900
New +$9.39M 0.6% 51

Other funds holding IYR

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Perella Weinberg Partners Capital Management's IYR Position: Q3 2014 in Review

Perella Weinberg Partners Capital Management sold out of iShares US Real Estate ETF (IYR) in Q3 2014, closing a stake of 220,193 shares — an estimated $15.8M sold.

Perella Weinberg Partners Capital Management first reported a position in IYR in Q2 2013 and held it in 2 quarters. The position peaked at $15.8M in Q2 2014. 292 funds tracked by Wall St. Rank hold IYR as of Q3 2014.

  • Perella Weinberg Partners Capital Management reported no remaining iShares US Real Estate ETF position as of Q3 2014 after selling out during the quarter.
  • Perella Weinberg Partners Capital Management sold 220,193 iShares US Real Estate ETF shares in Q3 2014, an estimated $15.8M.
  • Perella Weinberg Partners Capital Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 2 quarters.
  • Perella Weinberg Partners Capital Management's iShares US Real Estate ETF position peaked at $15.8M in Q2 2014.
  • 292 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2014.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.