SEI Investments
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SEI Investments’s iShares US Real Estate ETF IYR Stock Holding History

SEI Investments’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
2022
Q1 		– Sell
-3,025
Closed -$351K – 2620
2021
Q4 		$351K Buy
+3,025
New +$331K ﹤0.01% 2279
2019
Q2 		– Sell
-51,891
Closed -$4.52M – 2586
2019
Q1 		$4.52M Buy
51,891
+49,703
+2,272% +$4.11M 0.02% 959
2018
Q4 		$164K Buy
+2,188
New +$172K ﹤0.01% 2082
2018
Q3 		– Sell
-371
Closed -$30K – 2984
2018
Q2 		$30K Buy
371
+147
+66% +$11.3K ﹤0.01% 2667
2018
Q1 		$17K Sell
224
-565
-72% -$42.9K ﹤0.01% 2696
2017
Q4 		$64K Buy
789
+371
+89% +$30.1K ﹤0.01% 2276
2017
Q3 		$33K Buy
418
+170
+69% +$13.7K ﹤0.01% 2376
2017
Q2 		$20K Buy
248
+244
+6,100% +$19.4K ﹤0.01% 2455
2017
Q1 		$0 Sell
4
-2,728
-100% -$213K ﹤0.01% 2997
2016
Q4 		$210K Buy
2,732
+2,532
+1,266% +$192K ﹤0.01% 1770
2016
Q3 		$16K Sell
200
-151
-43% -$12.5K ﹤0.01% 2314
2016
Q2 		$29K Sell
351
-250
-42% -$19.6K ﹤0.01% 2074
2016
Q1 		$47K Hold
601
– – ﹤0.01% 1861
2015
Q4 		$45K Buy
601
+412
+218% +$30.8K ﹤0.01% 1922
2015
Q3 		$13K Buy
189
+183
+3,050% +$13.3K ﹤0.01% 2138
2015
Q2 		$0 Sell
6
-2
-25% -$152 ﹤0.01% 2312
2015
Q1 		$0 Sell
8
-3
-27% -$240 ﹤0.01% 2303
2014
Q4 		$1K Buy
+11
New +$823 ﹤0.01% 2135

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SEI Investments's IYR Position: Q1 2022 in Review

SEI Investments sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 3,025 shares — an estimated $351K sold.

SEI Investments first reported a position in IYR in Q4 2014 and held it in 18 quarters. The position peaked at $4.52M in Q1 2019. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

  • SEI Investments reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • SEI Investments sold 3,025 iShares US Real Estate ETF shares in Q1 2022, an estimated $351K.
  • SEI Investments first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 18 quarters.
  • SEI Investments's iShares US Real Estate ETF position peaked at $4.52M in Q1 2019.
  • 545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on SEI Investments's 13F filing for Q1 2022, filed 13 May 2022.