Wellington Management Group’s iShares US Real Estate ETF IYR Stock Holding History

Wellington Management Group’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
2020 Q1	–	Sell	-28,494	Closed	-$2.65M	–	1982
2019 Q4	$2.65M	Sell	28,494 -35,104	-55%	-$3.25M	﹤0.01%	1485
2019 Q3	$5.95M	Buy	63,598 +30,000	+89%	+$2.73M	﹤0.01%	1298
2019 Q2	$2.93M	Buy	33,598 +23,853	+245%	+$2.09M	﹤0.01%	1520
2019 Q1	$848K	Sell	9,745 -24,859	-72%	-$2.06M	﹤0.01%	1801
2018 Q4	$2.59M	Buy	+34,604	New	+$2.72M	﹤0.01%	1562
2018 Q3	–	Sell	-21,261	Closed	-$1.71M	–	2261
2018 Q2	$1.71M	Buy	+21,261	New	+$1.64M	﹤0.01%	1763
2015 Q1	–	Sell	-500,331	Closed	-$38.4M	–	2199
2014 Q4	$38.4M	Buy	+500,331	New	+$37.4M	0.01%	814

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

Wellington Management Group's IYR Position: Q1 2020 in Review

Wellington Management Group sold out of iShares US Real Estate ETF (IYR) in Q1 2020, closing a stake of 28,494 shares — an estimated $2.65M sold.

Wellington Management Group first reported a position in IYR in Q4 2014 and held it in 7 quarters. The position peaked at $38.4M in Q4 2014. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

Wellington Management Group reported no remaining iShares US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Wellington Management Group sold 28,494 iShares US Real Estate ETF shares in Q1 2020, an estimated $2.65M.
Wellington Management Group first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 7 quarters.
Wellington Management Group's iShares US Real Estate ETF position peaked at $38.4M in Q4 2014.
447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on Wellington Management Group's 13F filing for Q1 2020, filed 14 May 2020.