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Salient Private Client’s iShares US Real Estate ETF IYR Stock Holding History

Salient Private Client’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
2018
Q3 		$876K Sell
10,950
-557
-5% -$45.4K 0.17% 76
2018
Q2 		$927K Sell
11,507
-2,235
-16% -$172K 0.16% 90
2018
Q1 		$1.04M Sell
13,742
-479
-3% -$36.3K 0.18% 86
2017
Q4 		$1.15M Buy
+14,221
New +$1.15M 0.24% 70

Other funds holding IYR

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Salient Private Client's IYR Position: Q3 2018 in Review

Salient Private Client reduced its iShares US Real Estate ETF (IYR) stake by 4.8% in Q3 2018, selling an estimated $45.4K and leaving 10,950 shares worth $876K. The position accounts for 0.17% of the portfolio, ranked #76.

Salient Private Client first reported a position in IYR in Q4 2017 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2017. 387 funds tracked by Wall St. Rank hold IYR as of Q3 2018.

  • Salient Private Client held 10,950 shares of iShares US Real Estate ETF worth $876K as of Q3 2018.
  • Salient Private Client sold 557 iShares US Real Estate ETF shares in Q3 2018, an estimated $45.4K.
  • iShares US Real Estate ETF made up 0.17% of Salient Private Client's portfolio in Q3 2018, its #76 holding.
  • Salient Private Client first reported a position in iShares US Real Estate ETF in Q4 2017 and has held it in 4 quarters since.
  • Salient Private Client's iShares US Real Estate ETF position peaked at $1.15M in Q4 2017.
  • 387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2018.

Based on Salient Private Client's 13F filing for Q3 2018, filed 14 Nov 2018.