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Pinnacle Associates’s iShares US Real Estate ETF IYR Stock Holding History

Pinnacle Associates’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
Q1 		– Sell
-1,801
Closed -$209K – 802
2021
Q4 		$209K Buy
+1,801
New +$197K ﹤0.01% 754
2020
Q1 		– Sell
-3,550
Closed -$330K – 693
2019
Q4 		$330K Sell
3,550
-50
-1% -$4.64K 0.01% 592
2019
Q3 		$337K Hold
3,600
– – 0.01% 585
2019
Q2 		$314K Sell
3,600
-200
-5% -$17.5K 0.01% 595
2019
Q1 		$331K Sell
3,800
-100
-3% -$8.27K 0.01% 592
2018
Q4 		$292K Sell
3,900
-500
-11% -$39.3K 0.01% 581
2018
Q3 		$352K Sell
4,400
-50
-1% -$4.08K 0.01% 574
2018
Q2 		$359K Hold
4,450
– – 0.01% 561
2018
Q1 		$336K Hold
4,450
– – 0.01% 560
2017
Q4 		$360K Hold
4,450
– – 0.01% 545
2017
Q3 		$355K Sell
4,450
-50
-1% -$4.02K 0.01% 550
2017
Q2 		$359K Sell
4,500
-300
-6% -$23.9K 0.01% 546
2017
Q1 		$377K Buy
4,800
+300
+7% +$23.4K 0.01% 526
2016
Q4 		$346K Hold
4,500
– – 0.01% 534
2016
Q3 		$363K Hold
4,500
– – 0.01% 515
2016
Q2 		$371K Hold
4,500
– – 0.01% 509
2016
Q1 		$350K Hold
4,500
– – 0.01% 505
2015
Q4 		$338K Hold
4,500
– – 0.01% 519
2015
Q3 		$319K Hold
4,500
– – 0.01% 517
2015
Q2 		$321K Hold
4,500
– – 0.01% 535
2015
Q1 		$357K Hold
4,500
– – 0.01% 519
2014
Q4 		$346K Sell
4,500
-273
-6% -$20.4K 0.01% 506
2014
Q3 		$330K Sell
4,773
-300
-6% -$21.7K 0.01% 516
2014
Q2 		$364K Sell
5,073
-400
-7% -$28.2K 0.01% 498
2014
Q1 		$370K Sell
5,473
-69
-1% -$4.58K 0.01% 478
2013
Q4 		$350K Sell
5,542
-18
-0.3% -$1.16K 0.01% 493
2013
Q3 		$355K Sell
5,560
-525
-9% -$34.3K 0.01% 481
2013
Q2 		$404K Buy
+6,085
New +$430K 0.01% 447

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Pinnacle Associates's IYR Position: Q1 2022 in Review

Pinnacle Associates sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 1,801 shares — an estimated $209K sold.

Pinnacle Associates first reported a position in IYR in Q2 2013 and held it in 28 quarters. The position peaked at $404K in Q2 2013. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

  • Pinnacle Associates reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Associates sold 1,801 iShares US Real Estate ETF shares in Q1 2022, an estimated $209K.
  • Pinnacle Associates first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 28 quarters.
  • Pinnacle Associates's iShares US Real Estate ETF position peaked at $404K in Q2 2013.
  • 545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on Pinnacle Associates's 13F filing for Q1 2022, filed 5 May 2022.