Private Capital Group’s iShares US Real Estate ETF IYR Stock Holding History

Private Capital Group’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
2021 Q2	–	Sell	-29	Closed	-$3K	–	2151
2021 Q1	$3K	Hold	29	–	–	﹤0.01%	1660
2020 Q4	$3K	Hold	29	–	–	﹤0.01%	1671
2020 Q3	$2K	Hold	29	–	–	﹤0.01%	1706
2020 Q2	$2K	Hold	29	–	–	﹤0.01%	1695
2020 Q1	$2K	Buy	29 +7	+32%	+$620	﹤0.01%	1678
2019 Q4	$2K	Hold	22	–	–	﹤0.01%	1697
2019 Q3	$2K	Buy	+22	New	+$2K	﹤0.01%	1902

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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

Private Capital Group's IYR Position: Q2 2021 in Review

Private Capital Group sold out of iShares US Real Estate ETF (IYR) in Q2 2021, closing a stake of 29 shares — an estimated $3K sold.

Private Capital Group first reported a position in IYR in Q3 2019 and held it in 7 quarters. The position peaked at $3K in Q1 2021. 470 funds tracked by Wall St. Rank hold IYR as of Q2 2021.

Private Capital Group reported no remaining iShares US Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Private Capital Group sold 29 iShares US Real Estate ETF shares in Q2 2021, an estimated $3K.
Private Capital Group first reported a position in iShares US Real Estate ETF in Q3 2019 and held it in 7 quarters.
Private Capital Group's iShares US Real Estate ETF position peaked at $3K in Q1 2021.
470 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2021.

Based on Private Capital Group's 13F filing for Q2 2021, filed 26 Jul 2021.