Symons Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Symons Capital Management’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
2021 Q1	–	Sell	-8,337	Closed	-$714K	–	91
2020 Q4	$714K	Buy	8,337 +635	+8%	+$52.9K	0.39%	38
2020 Q3	$615K	Buy	7,702 +546	+8%	+$44.1K	0.38%	35
2020 Q2	$564K	Sell	7,156 -5,838	-45%	-$443K	0.36%	35
2020 Q1	$904K	Buy	12,994 +2,384	+22%	+$211K	0.53%	41
2019 Q4	$988K	Buy	10,610 +1,278	+14%	+$118K	0.51%	36
2019 Q3	$873K	Buy	9,332 +4,806	+106%	+$438K	0.4%	38
2019 Q2	$395K	Buy	+4,526	New	+$396K	0.16%	44

Other funds holding IYR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Symons Capital Management's IYR Position: Q1 2021 in Review

Symons Capital Management sold out of iShares US Real Estate ETF (IYR) in Q1 2021, closing a stake of 8,337 shares — an estimated $714K sold.

Symons Capital Management first reported a position in IYR in Q2 2019 and held it in 7 quarters. The position peaked at $988K in Q4 2019. 436 funds tracked by Wall St. Rank hold IYR as of Q1 2021.

Symons Capital Management reported no remaining iShares US Real Estate ETF position as of Q1 2021 after selling out during the quarter.
Symons Capital Management sold 8,337 iShares US Real Estate ETF shares in Q1 2021, an estimated $714K.
Symons Capital Management first reported a position in iShares US Real Estate ETF in Q2 2019 and held it in 7 quarters.
Symons Capital Management's iShares US Real Estate ETF position peaked at $988K in Q4 2019.
436 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2021.

Based on Symons Capital Management's 13F filing for Q1 2021, filed 4 May 2021.