IYR β€” iShares US Real Estate ETF

Ownership history in CONNABLE OFFICE INC  Β·  9 quarters on record

AI Ownership Summary

CONNABLE OFFICE INC reported iShares US Real Estate ETF (IYR) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.15% in 2024 Q3. The latest visible filing shows IYR at 2.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IYR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONNABLE OFFICE INC's position in iShares US Real Estate ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IYR was reported at 2.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.15% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CONNABLE OFFICE INC held IYR β€” position size vs. price
% of Fund (quarterly)    IYR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 299,557 +5,112 +1.7% 2.58% $28.1M 2026-02-14 (Est.) $99.94
2025 Q3 ADDED 294,445 +19,926 +7.3% 2.65% $28.6M 2025-11-06 $93.14
2025 Q2 REDUCED 274,519 -727 -0.3% 2.57% $26.0M 2025-08-05 $94.22
2025 Q1 REDUCED 275,246 -136,211 -33.1% 2.81% $26.4M 2025-05-09 $92.18
2024 Q4 ADDED 411,457 +7,064 +1.7% 3.96% $38.3M 2025-02-05 $93.49
2024 Q3 REDUCED 404,393 -488 -0.1% 4.15% $41.2M 2024-11-06 $93.70
2024 Q2 ADDED 404,881 +33,203 +8.9% 3.82% $35.5M 2024-08-07 $90.11
2024 Q1 ADDED 371,678 +32,022 +9.4% 3.79% $33.4M 2024-04-30 $78.68
2023 Q4 INITIATED 339,656 β€” β€” 3.76% $31.0M 2024-02-12 $82.64

FAQ About CONNABLE OFFICE INC and IYR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONNABLE OFFICE INC reported owning IYR?

CONNABLE OFFICE INC reported IYR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IYR position in CONNABLE OFFICE INC's portfolio?

The largest reported portfolio weight for IYR was 4.15% in 2024 Q3.

What is the latest reported IYR position on this page?

The most recent filing on this page is 2025 Q4, when CONNABLE OFFICE INC reported 299,557 shares, equal to 2.58% of portfolio, with an estimated market value of $28.1M.

What does the chart on this IYR ownership page compare?

The chart compares CONNABLE OFFICE INC's quarterly IYR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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