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

Picton Mahoney 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
2025 Q2	–	Sell	-200	Closed	-$19K	–	1085
2025 Q1	$19K	Sell	200 -900	-82%	-$85.6K	﹤0.01%	588
2024 Q4	$102K	Buy	+1,100	New	+$108K	﹤0.01%	373
2024 Q3	–	Sell	-5,800	Closed	-$509K	–	905
2024 Q2	$509K	Buy	5,800 +3,020	+109%	+$259K	0.02%	247
2024 Q1	$250K	Hold	2,780	–	–	0.01%	258
2023 Q4	$254K	Buy	+2,780	New	+$228K	0.01%	301

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Picton Mahoney Asset Management's IYR Position: Q2 2025 in Review

Picton Mahoney Asset Management sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 200 shares — an estimated $19K sold.

Picton Mahoney Asset Management first reported a position in IYR in Q4 2023 and held it in 5 quarters. The position peaked at $509K in Q2 2024. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

Picton Mahoney Asset Management reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Picton Mahoney Asset Management sold 200 iShares US Real Estate ETF shares in Q2 2025, an estimated $19K.
Picton Mahoney Asset Management first reported a position in iShares US Real Estate ETF in Q4 2023 and held it in 5 quarters.
Picton Mahoney Asset Management's iShares US Real Estate ETF position peaked at $509K in Q2 2024.
476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.