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

Trexquant Investment’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
2025 Q1	–	Sell	-6,225	Closed	-$579K	–	1711
2024 Q4	$579K	Sell	6,225 -1,636	-21%	-$161K	0.01%	1245
2024 Q3	$801K	Buy	7,861 +5,397	+219%	+$520K	0.01%	1114
2024 Q2	$216K	Buy	+2,464	New	+$211K	﹤0.01%	1432
2023 Q4	–	Sell	-11,973	Closed	-$936K	–	1610
2023 Q3	$936K	Buy	+11,973	New	+$1.02M	0.02%	780
2022 Q3	–	Sell	-5,395	Closed	-$496K	–	1614
2022 Q2	$496K	Buy	+5,395	New	+$538K	0.02%	828
2021 Q4	–	Sell	-17,227	Closed	-$1.76M	–	1462
2021 Q3	$1.76M	Buy	17,227 +7,635	+80%	+$812K	0.14%	198
2021 Q2	$978K	Buy	+9,592	New	+$952K	0.08%	314

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

CWM

CIBC World Markets New York $20.8B AUM

Goldman Sachs New York $871B AUM 31.28% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Trexquant Investment's IYR Position: Q1 2025 in Review

Trexquant Investment sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 6,225 shares — an estimated $579K sold.

Trexquant Investment first reported a position in IYR in Q2 2021 and held it in 7 quarters. The position peaked at $1.76M in Q3 2021. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

Trexquant Investment reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Trexquant Investment sold 6,225 iShares US Real Estate ETF shares in Q1 2025, an estimated $579K.
Trexquant Investment first reported a position in iShares US Real Estate ETF in Q2 2021 and held it in 7 quarters.
Trexquant Investment's iShares US Real Estate ETF position peaked at $1.76M in Q3 2021.
480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Trexquant Investment's 13F filing for Q1 2025, filed 14 May 2025.