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Privium Fund Management (UK)’s iShares US Real Estate ETF IYR Stock Holding History

Privium Fund Management (UK)’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
2024
Q3 		– Sell
-19,983
Closed -$1.74M – 82
2024
Q2 		$1.74M Hold
19,983
– – 0.68% 28
2024
Q1 		$1.74M Hold
19,983
– – 0.87% 32
2023
Q4 		$1.84M Hold
19,983
– – 1.25% 23
2023
Q3 		$1.56M Hold
19,983
– – 1.22% 22
2023
Q2 		$1.72M Hold
19,983
– – 1.36% 20
2023
Q1 		$1.66M Hold
19,983
– – 1.31% 21
2022
Q4 		$1.7M Buy
+19,983
New +$1.68M 1.29% 23

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Privium Fund Management (UK)'s IYR Position: Q3 2024 in Review

Privium Fund Management (UK) sold out of iShares US Real Estate ETF (IYR) in Q3 2024, closing a stake of 19,983 shares — an estimated $1.74M sold.

Privium Fund Management (UK) first reported a position in IYR in Q4 2022 and held it in 7 quarters. The position peaked at $1.84M in Q4 2023. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

  • Privium Fund Management (UK) reported no remaining iShares US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Privium Fund Management (UK) sold 19,983 iShares US Real Estate ETF shares in Q3 2024, an estimated $1.74M.
  • Privium Fund Management (UK) first reported a position in iShares US Real Estate ETF in Q4 2022 and held it in 7 quarters.
  • Privium Fund Management (UK)'s iShares US Real Estate ETF position peaked at $1.84M in Q4 2023.
  • 501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on Privium Fund Management (UK)'s 13F filing for Q3 2024, filed 5 Nov 2024.