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Whitnell & Co’s iShares US Real Estate ETF IYR Stock Holding History

Whitnell & Co’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
2019
Q4 		$1.26M Sell
13,491
-685
-5% -$63.5K 0.39% 70
2019
Q3 		$1.33M Sell
14,176
-86
-0.6% -$7.83K 0.44% 67
2019
Q2 		$1.25M Hold
14,262
– – 0.47% 63
2019
Q1 		$1.24M Sell
14,262
-486
-3% -$40.2K 0.48% 62
2018
Q4 		$1.1M Hold
14,748
– – 0.49% 62
2018
Q3 		$1.18M Sell
14,748
-195
-1% -$15.9K 0.47% 60
2018
Q2 		$1.2M Buy
14,943
+300
+2% +$23.1K 0.5% 57
2018
Q1 		$1.1M Buy
14,643
+12,672
+643% +$961K 0.46% 60
2017
Q4 		$160K Buy
1,971
+565
+40% +$45.9K 0.07% 134
2017
Q3 		$112K Sell
1,406
-670
-32% -$53.8K 0.05% 145
2017
Q2 		$166K Sell
2,076
-400
-16% -$31.8K 0.07% 130
2017
Q1 		$194K Sell
2,476
-64
-3% -$5K 0.09% 128
2016
Q4 		$195K Sell
2,540
-1,300
-34% -$98.8K 0.09% 128
2016
Q3 		$310K Sell
3,840
-250
-6% -$20.7K 0.11% 117
2016
Q2 		$337K Sell
4,090
-1,715
-30% -$134K 0.11% 118
2016
Q1 		$452K Buy
5,805
+1,300
+29% +$94.3K 0.17% 111
2015
Q4 		$338K Buy
4,505
+480
+12% +$35.8K 0.13% 120
2015
Q3 		$286K Sell
4,025
-590
-13% -$43K 0.11% 121
2015
Q2 		$329K Sell
4,615
-75
-2% -$5.69K 0.12% 119
2015
Q1 		$372K Hold
4,690
– – 0.14% 109
2014
Q4 		$360K Sell
4,690
-260
-5% -$19.4K 0.14% 112
2014
Q3 		$343K Hold
4,950
– – 0.14% 114
2014
Q2 		$355K Sell
4,950
-210
-4% -$14.8K 0.16% 117
2014
Q1 		$349K Buy
5,160
+255
+5% +$16.9K 0.16% 117
2013
Q4 		$309K Buy
4,905
+202
+4% +$13K 0.14% 121
2013
Q3 		$300K Hold
4,703
– – 0.15% 123
2013
Q2 		$312K Buy
+4,703
New +$332K 0.16% 117

Other funds holding IYR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Whitnell & Co's IYR Position: Q4 2019 in Review

Whitnell & Co reduced its iShares US Real Estate ETF (IYR) stake by 4.8% in Q4 2019, selling an estimated $63.5K and leaving 13,491 shares worth $1.26M. The position accounts for 0.39% of the portfolio, ranked #70.

Whitnell & Co first reported a position in IYR in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.33M in Q3 2019. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

  • Whitnell & Co held 13,491 shares of iShares US Real Estate ETF worth $1.26M as of Q4 2019.
  • Whitnell & Co sold 685 iShares US Real Estate ETF shares in Q4 2019, an estimated $63.5K.
  • iShares US Real Estate ETF made up 0.39% of Whitnell & Co's portfolio in Q4 2019, its #70 holding.
  • Whitnell & Co first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 27 quarters since.
  • Whitnell & Co's iShares US Real Estate ETF position peaked at $1.33M in Q3 2019.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.