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

Waterfront Capital Partners’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
-100,000
Closed -$9.31M – 41
2024
Q4 		$9.31M Sell
100,000
-1,698,000
-94% -$167M 1.71% 26
2024
Q3 		$183M Buy
1,798,000
+1,198,000
+200% +$115M 25.18% 1
2024
Q2 		$52.6M Buy
+600,000
New +$51.5M 6.19% 2
2024
Q1 		– Sell
-800,000
Closed -$73.1M – 46
2023
Q4 		$73.1M Buy
800,000
+400,000
+100% +$32.7M 6.01% 1
2023
Q3 		$31.3M Buy
+400,000
New +$34.1M 3.07% 16
2016
Q4 		– Sell
-500,000
Closed -$40.3M – 49
2016
Q3 		$40.3M Buy
+500,000
New +$41.4M 5.79% 1

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CWM
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Goldman Sachs
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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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