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QVR’s iShares US Real Estate ETF IYR Stock Holding History

QVR’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
2020
Q1 		– Sell
-95,200
Closed -$8.86M – 44
2019
Q4 		$8.86M Buy
95,200
+90,100
+1,767% +$8.35M 1.66% 8
2019
Q3 		$477K Sell
5,100
-253,100
-98% -$23M 0.06% 37
2019
Q2 		$22.5M Buy
258,200
+255,700
+10,228% +$22.4M 2.88% 7
2019
Q1 		$218K Sell
2,500
-24,300
-91% -$2.01M 0.03% 68
2018
Q4 		$2.01M Buy
+26,800
New +$2.11M 0.46% 41

Other funds holding IYR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

QVR's IYR Position: Q4 2019 in Review

QVR sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 42,993 shares — an estimated $3.99M sold.

QVR first reported a position in IYR in Q1 2018 and held it in 5 quarters. The position peaked at $12.2M in Q4 2018. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

  • QVR reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • QVR sold 42,993 iShares US Real Estate ETF shares in Q4 2019, an estimated $3.99M.
  • QVR first reported a position in iShares US Real Estate ETF in Q1 2018 and held it in 5 quarters.
  • QVR's iShares US Real Estate ETF position peaked at $12.2M in Q4 2018.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on QVR's 13F filing for Q4 2019, filed 28 Jan 2020.