WCA
IYR icon

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

Waratah Capital 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
2025
Q1 		– Sell
-130,000
Closed -$12.1M – 207
2024
Q4 		$12.1M Buy
+130,000
New +$12.8M 0.41% 69
2024
Q3 		– Sell
-8,200
Closed -$719K – 161
2024
Q2 		$719K Buy
+8,200
New +$703K 0.03% 105
2023
Q4 		– Sell
-29,500
Closed -$2.31M – 177
2023
Q3 		$2.31M Buy
+29,500
New +$2.51M 0.03% 113
2023
Q2 		– Sell
-1,655,600
Closed -$141M – 176
2023
Q1 		$141M Sell
1,655,600
-1,035,600
-38% -$90.6M 3.09% 6
2022
Q4 		$227M Buy
2,691,200
+1,582,200
+143% +$133M 3.7% 5
2022
Q3 		$90.3M Buy
+1,109,000
New +$105M 1.37% 11
2022
Q2 		– Sell
-3,007,200
Closed -$325M – 197
2022
Q1 		$325M Buy
3,007,200
+415,600
+16% +$43.9M 4.31% 4
2021
Q4 		$301M Buy
2,591,600
+1,083,200
+72% +$119M 5.09% 3
2021
Q3 		$232M Buy
1,508,400
+657,400
+77% +$70M 3.51% 6
2021
Q2 		$86.8M Buy
+851,000
New +$84.5M 1.22% 9

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Waratah Capital Advisors's IYR Position: Q2 2018 in Review

Waratah Capital Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2018, closing a stake of 112,205 shares — an estimated $8.47M sold.

Waratah Capital Advisors first reported a position in IYR in Q4 2016 and held it in 4 quarters. The position peaked at $8.47M in Q1 2018. 383 funds tracked by Wall St. Rank hold IYR as of Q2 2018.

  • Waratah Capital Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • Waratah Capital Advisors sold 112,205 iShares US Real Estate ETF shares in Q2 2018, an estimated $8.47M.
  • Waratah Capital Advisors first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 4 quarters.
  • Waratah Capital Advisors's iShares US Real Estate ETF position peaked at $8.47M in Q1 2018.
  • 383 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2018.

Based on Waratah Capital Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.