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

Prelude 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
2023 Q1	–	Sell	-4,300	Closed	-$362K	–	1323
2022 Q4	$362K	Buy	+4,300	New	+$361K	0.02%	709
2020 Q2	–	Sell	-800	Closed	-$56K	–	2103
2020 Q1	$56K	Sell	800 -53,900	-99%	-$4.77M	﹤0.01%	726
2019 Q4	$5.09M	Sell	54,700 -23,200	-30%	-$2.15M	0.19%	65
2019 Q3	$7.29M	Sell	77,900 -4,100	-5%	-$373K	0.33%	34
2019 Q2	$7.16M	Buy	82,000 +500	+0.6%	+$43.8K	0.35%	33
2019 Q1	$7.09M	Sell	81,500 -10,500	-11%	-$868K	0.4%	38
2018 Q4	$6.89M	Sell	92,000 -8,000	-8%	-$629K	0.46%	31
2018 Q3	$8M	Sell	100,000 -2,700	-3%	-$220K	0.46%	32
2018 Q2	$8.28M	Hold	102,700	–	–	0.52%	36
2018 Q1	$7.75M	Buy	102,700 +200	+0.2%	+$15.2K	0.56%	25
2017 Q4	$8.3M	Buy	102,500 +44,000	+75%	+$3.57M	0.67%	28
2017 Q3	$4.67M	Buy	+58,500	New	+$4.7M	0.42%	42
2017 Q2	–	Sell	-51,000	Closed	-$4M	–	1719
2017 Q1	$4M	Buy	+51,000	New	+$3.98M	0.38%	44
2016 Q4	–	Sell	-5,500	Closed	-$444K	–	1664
2016 Q3	$444K	Buy	+5,500	New	+$455K	0.05%	337
2014 Q4	–	Sell	-26,200	Closed	-$1.81M	–	2022
2014 Q3	$1.81M	Buy	+26,200	New	+$1.9M	0.26%	75

Other funds holding IYR

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

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

CWM

CIBC World Markets New York $20.8B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prelude Capital Management's IYR Position: Q2 2022 in Review

Prelude Capital Management sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 3,744 shares — an estimated $405K sold.

Prelude Capital Management first reported a position in IYR in Q2 2020 and held it in 3 quarters. The position peaked at $405K in Q1 2022. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

Prelude Capital Management reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Prelude Capital Management sold 3,744 iShares US Real Estate ETF shares in Q2 2022, an estimated $405K.
Prelude Capital Management first reported a position in iShares US Real Estate ETF in Q2 2020 and held it in 3 quarters.
Prelude Capital Management's iShares US Real Estate ETF position peaked at $405K in Q1 2022.
521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Prelude Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.