Ownership history in Bensler, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Bensler, LLC reported a position in ISHARES TR (IYR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Bensler, LLC underperformed the S&P 500 by β13.1% annually on this IYR position. Timing score: 62% (5/8 decisions correct). Average cost basis: $80.70. Maximum drawdown during holding period: β7.9%.
β Significantly underperformed the S&P 500 by 13.1% ann.
8 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 8 add/trim decisions correct
Best entry: $80.51 (2023 Q2) Β· Worst: $98.33 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 1 trim. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size