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

Tortoise Investment 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
2024 Q1	–	Sell	-300	Closed	-$27.4K	–	878
2023 Q4	$27.4K	Hold	300	–	–	﹤0.01%	453
2023 Q3	$23.4K	Sell	300 -8	-3%	-$682	﹤0.01%	449
2023 Q2	$26.7K	Sell	308 -10	-3%	-$840	﹤0.01%	432
2023 Q1	$27K	Hold	318	–	–	﹤0.01%	421
2022 Q4	$26.8K	Hold	318	–	–	﹤0.01%	411
2022 Q3	$26K	Hold	318	–	–	0.01%	396
2022 Q2	$29K	Hold	318	–	–	0.01%	371
2022 Q1	$34K	Hold	318	–	–	0.01%	354
2021 Q4	$37K	Hold	318	–	–	0.01%	324
2021 Q3	$33K	Hold	318	–	–	0.01%	323
2021 Q2	$32K	Sell	318 -10	-3%	-$993	0.01%	317
2021 Q1	$30K	Hold	328	–	–	0.01%	311
2020 Q4	$28K	Hold	328	–	–	0.01%	296
2020 Q3	$26K	Sell	328 -25	-7%	-$2.02K	0.01%	283
2020 Q2	$28K	Sell	353 -20	-5%	-$1.52K	0.01%	268
2020 Q1	$26K	Sell	373 -5	-1%	-$443	0.01%	269
2019 Q4	$35K	Hold	378	–	–	0.01%	267
2019 Q3	$35K	Hold	378	–	–	0.01%	266
2019 Q2	$33K	Hold	378	–	–	0.01%	284
2019 Q1	$33K	Hold	378	–	–	0.01%	279
2018 Q4	$28K	Sell	378 -858	-69%	-$67.4K	0.01%	286
2018 Q3	$99K	Buy	1,236 +826	+201%	+$67.3K	0.03%	186
2018 Q2	$33K	Hold	410	–	–	0.01%	284
2018 Q1	$31K	Hold	410	–	–	0.01%	286
2017 Q4	$33K	Hold	410	–	–	0.01%	277
2017 Q3	$33K	Hold	410	–	–	0.01%	262
2017 Q2	$33K	Hold	410	–	–	0.01%	252
2017 Q1	$32K	Hold	410	–	–	0.01%	233
2016 Q4	$32K	Sell	410 -28	-6%	-$2.13K	0.01%	231
2016 Q3	$35K	Hold	438	–	–	0.01%	216
2016 Q2	$36K	Hold	438	–	–	0.01%	222
2016 Q1	$34K	Sell	438 -86	-16%	-$6.24K	0.01%	220
2015 Q4	$39K	Sell	524 -490	-48%	-$36.6K	0.01%	229
2015 Q3	$72K	Buy	1,014 +25	+3%	+$1.82K	0.03%	172
2015 Q2	$71K	Sell	989 -43	-4%	-$3.26K	0.03%	185
2015 Q1	$82K	Sell	1,032 -1,050	-50%	-$84K	0.03%	173
2014 Q4	$160K	Sell	2,082 -1,033	-33%	-$77.2K	0.06%	121
2014 Q3	$216K	Sell	3,115 -138	-4%	-$10K	0.09%	95
2014 Q2	$234K	Sell	3,253 -616	-16%	-$43.4K	0.1%	92
2014 Q1	$262K	Sell	3,869 -315	-8%	-$20.9K	0.12%	84
2013 Q4	$264K	Buy	4,184 +315	+8%	+$20.3K	0.14%	80
2013 Q3	$247K	Buy	3,869 +215	+6%	+$14K	0.15%	77
2013 Q2	$243K	Buy	+3,654	New	+$258K	0.16%	73

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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

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

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

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Tortoise Investment Management's IYR Position: Q1 2024 in Review

Tortoise Investment Management sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 300 shares — an estimated $27.4K sold.

Tortoise Investment Management first reported a position in IYR in Q2 2013 and held it in 43 quarters. The position peaked at $264K in Q4 2013. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

Tortoise Investment Management reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Tortoise Investment Management sold 300 iShares US Real Estate ETF shares in Q1 2024, an estimated $27.4K.
Tortoise Investment Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 43 quarters.
Tortoise Investment Management's iShares US Real Estate ETF position peaked at $264K in Q4 2013.
472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Tortoise Investment Management's 13F filing for Q1 2024, filed 9 May 2024.