Schroder Investment Management Group
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Schroder Investment Management Group’s iShares US Real Estate ETF IYR Stock Holding History

Schroder Investment Management Group’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
Q1 		– Sell
-1,224,326
Closed -$112M – 1222
2023
Q4 		$112M Buy
1,224,326
+1,160,912
+1,831% +$95M 0.15% 133
2023
Q3 		$4.96M Buy
63,414
+4,677
+8% +$399K 0.01% 753
2023
Q2 		$5.08M Sell
58,737
-4,400
-7% -$370K 0.01% 785
2023
Q1 		$5.36M Buy
63,137
+17,792
+39% +$1.56M 0.01% 773
2022
Q4 		$3.82M Sell
45,345
-1,409
-3% -$118K 0.01% 825
2022
Q3 		$3.81M Sell
46,754
-57,897
-55% -$5.48M 0.01% 828
2022
Q2 		$9.64M Buy
104,651
+5,445
+5% +$543K 0.01% 661
2022
Q1 		$10.8M Buy
+99,206
New +$10.5M 0.01% 648
2021
Q4 		– Sell
-9,700
Closed -$993K – 1455
2021
Q3 		$993K Sell
9,700
-503,226
-98% -$53.5M ﹤0.01% 1100
2021
Q2 		$52.3M Buy
512,926
+283,148
+123% +$28.1M 0.07% 297
2021
Q1 		$21.1M Sell
229,778
-4,097
-2% -$360K 0.03% 489
2020
Q4 		$20M Buy
+233,875
New +$19.5M 0.03% 483
2015
Q1 		– Sell
-7,300
Closed -$561K – 1272
2014
Q4 		$561K Buy
+7,300
New +$546K ﹤0.01% 1062

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Schroder Investment Management Group's IYR Position: Q1 2024 in Review

Schroder Investment Management Group sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 1,224,326 shares — an estimated $112M sold.

Schroder Investment Management Group first reported a position in IYR in Q4 2014 and held it in 13 quarters. The position peaked at $112M in Q4 2023. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • Schroder Investment Management Group reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 1,224,326 iShares US Real Estate ETF shares in Q1 2024, an estimated $112M.
  • Schroder Investment Management Group first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 13 quarters.
  • Schroder Investment Management Group's iShares US Real Estate ETF position peaked at $112M in Q4 2023.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Schroder Investment Management Group's 13F filing for Q1 2024, filed 14 May 2024.