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Prime Capital Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Prime Capital Investment Advisors’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
Q1 		– Sell
-2,189
Closed -$204K – 1087
2024
Q4 		$204K Buy
2,189
+1
+0% +$99 ﹤0.01% 862
2024
Q3 		$223K Sell
2,188
-93
-4% -$8.96K ﹤0.01% 827
2024
Q2 		$200K Sell
2,281
-349
-13% -$29.9K ﹤0.01% 859
2024
Q1 		$236K Sell
2,630
-1,652
-39% -$146K ﹤0.01% 863
2023
Q4 		$391K Sell
4,282
-552
-11% -$45.2K 0.01% 654
2023
Q3 		$378K Sell
4,834
-860
-15% -$73.3K 0.01% 524
2023
Q2 		$493K Buy
5,694
+2,337
+70% +$196K 0.01% 485
2023
Q1 		$285K Sell
3,357
-2,528
-43% -$221K 0.01% 436
2022
Q4 		$495K Buy
+5,885
New +$494K 0.02% 331
2022
Q3 		– Sell
-4,126
Closed -$380K – 426
2022
Q2 		$380K Sell
4,126
-1,006
-20% -$100K 0.02% 262
2022
Q1 		$596K Hold
5,132
– – 0.03% 216
2021
Q4 		$596K Sell
5,132
-14
-0.3% -$1.53K 0.03% 219
2021
Q3 		$527K Sell
5,146
-25,778
-83% -$2.74M 0.03% 213
2021
Q2 		$3.15M Buy
30,924
+6,115
+25% +$607K 0.18% 114
2021
Q1 		$2.28M Buy
24,809
+1,243
+5% +$109K 0.16% 112
2020
Q4 		$2.02M Buy
23,566
+5,662
+32% +$471K 0.16% 112
2020
Q3 		$1.43M Sell
17,904
-1,916
-10% -$155K 0.12% 138
2020
Q2 		$1.56M Sell
19,820
-30,469
-61% -$2.31M 0.15% 118
2020
Q1 		$3.5M Buy
50,289
+11,928
+31% +$1.06M 0.41% 47
2019
Q4 		$3.57M Buy
38,361
+4,559
+13% +$423K 0.41% 51
2019
Q3 		$3.16M Buy
33,802
+6,544
+24% +$596K 0.49% 51
2019
Q2 		$2.38M Buy
+27,258
New +$2.39M 0.43% 68

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Prime Capital Investment Advisors's IYR Position: Q1 2025 in Review

Prime Capital Investment Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 2,189 shares — an estimated $204K sold.

Prime Capital Investment Advisors first reported a position in IYR in Q2 2019 and held it in 22 quarters. The position peaked at $3.57M in Q4 2019. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

  • Prime Capital Investment Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 2,189 iShares US Real Estate ETF shares in Q1 2025, an estimated $204K.
  • Prime Capital Investment Advisors first reported a position in iShares US Real Estate ETF in Q2 2019 and held it in 22 quarters.
  • Prime Capital Investment Advisors's iShares US Real Estate ETF position peaked at $3.57M in Q4 2019.
  • 480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.