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Regis Acquisition’s iShares US Real Estate ETF IYR Stock Holding History

Regis Acquisition’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
Q2 		$5.65M Buy
64,384
+5,408
+9% +$464K 3.44% 8
2024
Q1 		$5.3M Buy
58,976
+2,787
+5% +$246K 3.23% 9
2023
Q4 		$5.14M Buy
56,189
+33,377
+146% +$2.73M 1.97% 12
2023
Q3 		$1.78M Sell
22,812
-21,386
-48% -$1.82M 0.75% 20
2023
Q2 		$3.83M Buy
44,198
+12,426
+39% +$1.04M 1.59% 15
2023
Q1 		$2.7M Buy
+31,772
New +$2.78M 1.28% 18

Other funds holding IYR

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regis Acquisition's IYR Position: Q2 2024 in Review

Regis Acquisition increased its iShares US Real Estate ETF (IYR) stake by 9.2% in Q2 2024, buying an estimated $464K and bringing the position to 64,384 shares worth $5.65M. The position accounts for 3.44% of the portfolio, ranked #8.

Regis Acquisition first reported a position in IYR in Q1 2023 and has held it in 6 quarters since. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.

  • Regis Acquisition held 64,384 shares of iShares US Real Estate ETF worth $5.65M as of Q2 2024.
  • Regis Acquisition bought 5,408 iShares US Real Estate ETF shares in Q2 2024, an estimated $464K.
  • iShares US Real Estate ETF made up 3.44% of Regis Acquisition's portfolio in Q2 2024, its #8 holding.
  • Regis Acquisition first reported a position in iShares US Real Estate ETF in Q1 2023 and has held it in 6 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.

Based on Regis Acquisition's 13F filing for Q2 2024, filed 14 Aug 2024.