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

Winton 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
2022
Q2 		– Sell
-2,378
Closed -$257K – 1011
2022
Q1 		$257K Sell
2,378
-2,716
-53% -$287K 0.01% 850
2021
Q4 		$592K Sell
5,094
-589
-10% -$64.5K 0.04% 630
2021
Q3 		$582K Buy
5,683
+1,483
+35% +$158K 0.03% 784
2021
Q2 		$428K Buy
+4,200
New +$417K 0.02% 1004
2020
Q2 		– Sell
-9,309
Closed -$648K – 1515
2020
Q1 		$648K Sell
9,309
-8,879
-49% -$786K 0.02% 960
2019
Q4 		$1.69M Buy
+18,188
New +$1.69M 0.02% 860

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Winton Group's IYR Position: Q2 2022 in Review

Winton Group sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 2,378 shares — an estimated $257K sold.

Winton Group first reported a position in IYR in Q4 2019 and held it in 6 quarters. The position peaked at $1.69M in Q4 2019. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Winton Group reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Winton Group sold 2,378 iShares US Real Estate ETF shares in Q2 2022, an estimated $257K.
  • Winton Group first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 6 quarters.
  • Winton Group's iShares US Real Estate ETF position peaked at $1.69M in Q4 2019.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Winton Group's 13F filing for Q2 2022, filed 10 Aug 2022.