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Alexandria Capital’s iShares US Real Estate ETF IYR Stock Holding History

Alexandria Capital’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
2021
Q3 		$205K Buy
2,004
+40
+2% +$4.26K 0.02% 246
2021
Q2 		$200K Buy
+1,964
New +$195K 0.02% 258
2020
Q1 		– Sell
-2,664
Closed -$248K – 244
2019
Q4 		$248K Sell
2,664
-27
-1% -$2.5K 0.03% 226
2019
Q3 		$252K Hold
2,691
– – 0.04% 216
2019
Q2 		$235K Hold
2,691
– – 0.03% 239
2019
Q1 		$234K Sell
2,691
-59
-2% -$4.88K 0.03% 236
2018
Q4 		$206K Sell
2,750
-209
-7% -$16.4K 0.03% 241
2018
Q3 		$237K Sell
2,959
-25
-0.8% -$2.04K 0.03% 215
2018
Q2 		$240K Sell
2,984
-320
-10% -$24.7K 0.04% 215
2018
Q1 		$249K Buy
3,304
+9
+0.3% +$683 0.04% 215
2017
Q4 		$267K Buy
3,295
+10
+0.3% +$812 0.04% 215
2017
Q3 		$262K Sell
3,285
-41
-1% -$3.29K 0.07% 121
2017
Q2 		$265K Buy
3,326
+8
+0.2% +$636 0.07% 119
2017
Q1 		$260K Buy
3,318
+9
+0.3% +$702 0.06% 121
2016
Q4 		$255K Buy
3,309
+14
+0.4% +$1.06K 0.07% 120
2016
Q3 		$266K Buy
3,295
+8
+0.2% +$662 0.05% 127
2016
Q2 		$271K Buy
3,287
+8
+0.2% +$627 0.05% 128
2016
Q1 		$255K Buy
3,279
+11
+0.3% +$798 0.05% 133
2015
Q4 		$245K Buy
3,268
+20
+0.6% +$1.49K 0.06% 128
2015
Q3 		$230K Hold
3,248
– – 0.06% 131
2015
Q2 		$232K Buy
3,248
+8
+0.2% +$607 0.05% 136
2015
Q1 		$257K Sell
3,240
-188
-5% -$15K 0.09% 84
2014
Q4 		$263K Buy
3,428
+10
+0.3% +$748 0.1% 90
2014
Q3 		$237K Sell
3,418
-61
-2% -$4.42K 0.1% 90
2014
Q2 		$250K Sell
3,479
-243
-7% -$17.1K 0.11% 90
2014
Q1 		$252K Sell
3,722
-49
-1% -$3.25K 0.11% 92
2013
Q4 		$238K Buy
3,771
+120
+3% +$7.73K 0.1% 93
2013
Q3 		$233K Buy
3,651
+44
+1% +$2.87K 0.11% 90
2013
Q2 		$240K Buy
+3,607
New +$255K 0.12% 92

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alexandria Capital's IYR Position: Q3 2021 in Review

Alexandria Capital increased its iShares US Real Estate ETF (IYR) stake by 2% in Q3 2021, buying an estimated $4.26K and bringing the position to 2,004 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #246.

Alexandria Capital first reported a position in IYR in Q2 2013 and has held it in 29 quarters since. The position peaked at $271K in Q2 2016. 502 funds tracked by Wall St. Rank hold IYR as of Q3 2021.

  • Alexandria Capital held 2,004 shares of iShares US Real Estate ETF worth $205K as of Q3 2021.
  • Alexandria Capital bought 40 iShares US Real Estate ETF shares in Q3 2021, an estimated $4.26K.
  • iShares US Real Estate ETF made up 0.02% of Alexandria Capital's portfolio in Q3 2021, its #246 holding.
  • Alexandria Capital first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 29 quarters since.
  • Alexandria Capital's iShares US Real Estate ETF position peaked at $271K in Q2 2016.
  • 502 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2021.

Based on Alexandria Capital's 13F filing for Q3 2021, filed 2 Dec 2021.