Weiss Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Weiss Asset 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
2023 Q3	–	Sell	-43,473	Closed	-$3.76M	–	219
2023 Q2	$3.76M	Sell	43,473 -78,341	-64%	-$6.58M	0.29%	59
2023 Q1	$10.3M	Buy	+121,814	New	+$10.7M	0.66%	33
2022 Q1	–	Sell	-10,080	Closed	-$1.17M	–	846
2021 Q4	$1.17M	Buy	+10,080	New	+$1.1M	0.03%	489

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Weiss Asset Management's IYR Position: Q3 2023 in Review

Weiss Asset Management sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 43,473 shares — an estimated $3.76M sold.

Weiss Asset Management first reported a position in IYR in Q4 2021 and held it in 3 quarters. The position peaked at $10.3M in Q1 2023. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

Weiss Asset Management reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Weiss Asset Management sold 43,473 iShares US Real Estate ETF shares in Q3 2023, an estimated $3.76M.
Weiss Asset Management first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 3 quarters.
Weiss Asset Management's iShares US Real Estate ETF position peaked at $10.3M in Q1 2023.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Weiss Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.