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Thompson Siegel & Walmsley’s iShares US Real Estate ETF IYR Stock Holding History

Thompson Siegel & Walmsley’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
-981
Closed -$90K – 446
2023
Q4 		$90K Buy
981
+189
+24% +$15.5K ﹤0.01% 385
2023
Q3 		$62K Buy
792
+613
+342% +$52.2K ﹤0.01% 410
2023
Q2 		$15K Hold
179
– – ﹤0.01% 477
2023
Q1 		$15K Hold
179
– – ﹤0.01% 482
2022
Q4 		$15K Hold
179
– – ﹤0.01% 473
2022
Q3 		$15K Buy
+179
New +$16.9K ﹤0.01% 469
2016
Q2 		– Sell
-175
Closed -$14K – 798
2016
Q1 		$14K Buy
+175
New +$12.7K ﹤0.01% 563

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Thompson Siegel & Walmsley's IYR Position: Q1 2024 in Review

Thompson Siegel & Walmsley sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 981 shares — an estimated $90K sold.

Thompson Siegel & Walmsley first reported a position in IYR in Q1 2016 and held it in 7 quarters. The position peaked at $90K in Q4 2023. 471 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • Thompson Siegel & Walmsley reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 981 iShares US Real Estate ETF shares in Q1 2024, an estimated $90K.
  • Thompson Siegel & Walmsley first reported a position in iShares US Real Estate ETF in Q1 2016 and held it in 7 quarters.
  • Thompson Siegel & Walmsley's iShares US Real Estate ETF position peaked at $90K in Q4 2023.
  • 471 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2024, filed 9 May 2024.