Ownership history in CIBC WORLD MARKETS CORP Β· 19 quarters on record
This page tracks every 13F SEC filing in which CIBC WORLD MARKETS CORP reported a position in ISHARES TR U.S. REAL ES ETF (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 CIBC WORLD MARKETS CORP underperformed the S&P 500 by β18.5% annually on this IYR position. Timing score: 50% (9/18 decisions correct). Average cost basis: $62.05. Maximum drawdown during holding period: β29.4%.
β Significantly underperformed the S&P 500 by 18.5% ann.
8 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 18 add/trim decisions correct
Best entry: $51.25 (2015 Q2) Β· Worst: $97.38 (2022 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 13 trims. Bought during 2 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.55% 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