Tiedemann Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Tiedemann Advisors’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 Q3	–	Sell	-3,693	Closed	-$377K	–	332
2021 Q2	$377K	Hold	3,693	–	–	0.02%	263
2021 Q1	$340K	Hold	3,693	–	–	0.01%	253
2020 Q4	$317K	Hold	3,693	–	–	0.02%	248
2020 Q3	$296K	Hold	3,693	–	–	0.01%	264
2020 Q2	$291K	Hold	3,693	–	–	0.02%	249
2020 Q1	$257K	Sell	3,693 -20	-0.5%	-$1.77K	0.02%	252
2019 Q4	$345K	Hold	3,713	–	–	0.02%	234
2019 Q3	$348K	Hold	3,713	–	–	0.02%	246
2019 Q2	$324K	Hold	3,713	–	–	0.02%	236
2019 Q1	$323K	Hold	3,713	–	–	0.02%	350
2018 Q4	$278K	Buy	+3,713	New	+$292K	0.01%	353

Other funds holding IYR

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tiedemann Advisors's IYR Position: Q3 2021 in Review

Tiedemann Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2021, closing a stake of 3,693 shares — an estimated $377K sold.

Tiedemann Advisors first reported a position in IYR in Q4 2018 and held it in 11 quarters. The position peaked at $377K in Q2 2021. 502 funds tracked by Wall St. Rank hold IYR as of Q3 2021.

Tiedemann Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2021 after selling out during the quarter.
Tiedemann Advisors sold 3,693 iShares US Real Estate ETF shares in Q3 2021, an estimated $377K.
Tiedemann Advisors first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 11 quarters.
Tiedemann Advisors's iShares US Real Estate ETF position peaked at $377K in Q2 2021.
502 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.