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

Wexford 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
2016
Q3 		– Sell
-31,321
Closed -$2.58M – 175
2016
Q2 		$2.58M Sell
31,321
-25,279
-45% -$1.98M 0.45% 57
2016
Q1 		$4.41M Buy
+56,600
New +$4.11M 0.86% 44

Other funds holding IYR

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wexford Capital's IYR Position: Q3 2016 in Review

Wexford Capital sold out of iShares US Real Estate ETF (IYR) in Q3 2016, closing a stake of 31,321 shares — an estimated $2.58M sold.

Wexford Capital first reported a position in IYR in Q1 2016 and held it in 2 quarters. The position peaked at $4.41M in Q1 2016. 346 funds tracked by Wall St. Rank hold IYR as of Q3 2016.

  • Wexford Capital reported no remaining iShares US Real Estate ETF position as of Q3 2016 after selling out during the quarter.
  • Wexford Capital sold 31,321 iShares US Real Estate ETF shares in Q3 2016, an estimated $2.58M.
  • Wexford Capital first reported a position in iShares US Real Estate ETF in Q1 2016 and held it in 2 quarters.
  • Wexford Capital's iShares US Real Estate ETF position peaked at $4.41M in Q1 2016.
  • 346 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2016.

Based on Wexford Capital's 13F filing for Q3 2016, filed 14 Nov 2016.