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

Realta 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
2024
Q3 		– Sell
-1,700
Closed -$149K – 562
2024
Q2 		$149K Hold
1,700
– – 0.03% 429
2024
Q1 		$153K Buy
+1,700
New +$150K 0.03% 435
2023
Q4 		– Sell
-2,700
Closed -$234K – 627
2023
Q3 		$234K Hold
2,700
– – 0.05% 349
2023
Q2 		$234K Sell
2,700
-190
-7% -$16K 0.05% 364
2023
Q1 		$245K Sell
2,890
-711
-20% -$62.2K 0.06% 335
2022
Q4 		$303K Buy
3,601
+611
+20% +$51.3K 0.07% 294
2022
Q3 		$243K Buy
2,990
+120
+4% +$11.4K 0.06% 323
2022
Q2 		$269K Hold
2,870
– – 0.07% 293
2022
Q1 		$311K Sell
2,870
-100
-3% -$10.6K 0.06% 298
2021
Q4 		$345K Buy
2,970
+40
+1% +$4.38K 0.08% 281
2021
Q3 		$300K Buy
+2,930
New +$312K 0.07% 297
2020
Q3 		– Sell
-3,351
Closed -$264K – 349
2020
Q2 		$264K Buy
+3,351
New +$254K 0.09% 265
2020
Q1 		– Sell
-800
Closed -$75K – 869
2019
Q4 		$75K Hold
800
– – 0.02% 571
2019
Q3 		$75K Hold
800
– – 0.02% 565
2019
Q2 		$69K Sell
800
-2,551
-76% -$223K 0.02% 601
2019
Q1 		$291K Buy
+3,351
New +$277K 0.13% 207

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

Realta Investment Advisors's IYR Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2024, closing a stake of 1,700 shares — an estimated $149K sold.

Realta Investment Advisors first reported a position in IYR in Q1 2019 and held it in 16 quarters. The position peaked at $345K in Q4 2021. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

  • Realta Investment Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,700 iShares US Real Estate ETF shares in Q3 2024, an estimated $149K.
  • Realta Investment Advisors first reported a position in iShares US Real Estate ETF in Q1 2019 and held it in 16 quarters.
  • Realta Investment Advisors's iShares US Real Estate ETF position peaked at $345K in Q4 2021.
  • 501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.