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

Vicus Capital’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
2019
Q4 		– Sell
-7,527
Closed -$704K – 217
2019
Q3 		$704K Sell
7,527
-969
-11% -$88.2K 0.1% 127
2019
Q2 		$742K Sell
8,496
-6,080
-42% -$532K 0.1% 124
2019
Q1 		$1.27M Sell
14,576
-12,705
-47% -$1.05M 0.2% 78
2018
Q4 		$2.04M Sell
27,281
-7,473
-22% -$587K 0.36% 53
2018
Q3 		$2.78M Buy
34,754
+4,341
+14% +$354K 0.45% 44
2018
Q2 		$2.45M Buy
30,413
+9,124
+43% +$703K 0.4% 46
2018
Q1 		$1.61M Buy
21,289
+7,811
+58% +$593K 0.28% 60
2017
Q4 		$1.09M Sell
13,478
-1,265
-9% -$103K 0.19% 90
2017
Q3 		$1.18M Sell
14,743
-1,737
-11% -$140K 0.23% 82
2017
Q2 		$1.31M Sell
16,480
-1,572
-9% -$125K 0.27% 77
2017
Q1 		$1.42M Sell
18,052
-453
-2% -$35.4K 0.31% 71
2016
Q4 		$1.42M Sell
18,505
-58,592
-76% -$4.45M 0.32% 73
2016
Q3 		$6.22M Sell
77,097
-3,834
-5% -$317K 1.41% 15
2016
Q2 		$6.67M Sell
80,931
-15,527
-16% -$1.22M 1.62% 12
2016
Q1 		$7.51M Buy
96,458
+5,163
+6% +$375K 1.69% 11
2015
Q4 		$6.85M Buy
91,295
+57,584
+171% +$4.3M 1.74% 20
2015
Q3 		$3.36M Buy
33,711
+1,105
+3% +$80.5K 0.89% 37
2015
Q2 		$2.33M Sell
32,606
-116,031
-78% -$8.8M 0.61% 47
2015
Q1 		$150K Buy
148,637
+54,003
+57% +$4.32M 28.85% 1
2014
Q4 		$7.27M Buy
94,634
+68,675
+265% +$5.14M 2.11% 15
2014
Q3 		$1.8M Sell
25,959
-11,112
-30% -$805K 0.59% 33
2014
Q2 		$2.66M Sell
37,071
-56,237
-60% -$3.96M 0.86% 27
2014
Q1 		$6.31M Buy
93,308
+75,712
+430% +$5.02M 2.14% 14
2013
Q4 		$1.11M Buy
+17,596
New +$1.13M 0.42% 48

Other funds holding IYR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Vicus Capital's IYR Position: Q4 2019 in Review

Vicus Capital sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 7,527 shares — an estimated $704K sold.

Vicus Capital first reported a position in IYR in Q4 2013 and held it in 24 quarters. The position peaked at $7.51M in Q1 2016. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

  • Vicus Capital reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Vicus Capital sold 7,527 iShares US Real Estate ETF shares in Q4 2019, an estimated $704K.
  • Vicus Capital first reported a position in iShares US Real Estate ETF in Q4 2013 and held it in 24 quarters.
  • Vicus Capital's iShares US Real Estate ETF position peaked at $7.51M in Q1 2016.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Vicus Capital's 13F filing for Q4 2019, filed 4 Feb 2020.