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Allianz Life Insurance of North America’s iShares US Real Estate ETF IYR Stock Holding History

Allianz Life Insurance of North America’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
2018
Q3 		$429K Sell
5,355
-130
-2% -$10.6K 0.47% 58
2018
Q2 		$442K Buy
5,485
+1,701
+45% +$131K 0.52% 55
2018
Q1 		$286K Buy
+3,784
New +$287K 0.4% 66

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Allianz Life Insurance of North America's IYR Position: Q3 2018 in Review

Allianz Life Insurance of North America reduced its iShares US Real Estate ETF (IYR) stake by 2.4% in Q3 2018, selling an estimated $10.6K and leaving 5,355 shares worth $429K. The position accounts for 0.47% of the portfolio, ranked #58.

Allianz Life Insurance of North America first reported a position in IYR in Q1 2018 and has held it in 3 quarters since. The position peaked at $442K in Q2 2018. 388 funds tracked by Wall St. Rank hold IYR as of Q3 2018.

  • Allianz Life Insurance of North America held 5,355 shares of iShares US Real Estate ETF worth $429K as of Q3 2018.
  • Allianz Life Insurance of North America sold 130 iShares US Real Estate ETF shares in Q3 2018, an estimated $10.6K.
  • iShares US Real Estate ETF made up 0.47% of Allianz Life Insurance of North America's portfolio in Q3 2018, its #58 holding.
  • Allianz Life Insurance of North America first reported a position in iShares US Real Estate ETF in Q1 2018 and has held it in 3 quarters since.
  • Allianz Life Insurance of North America's iShares US Real Estate ETF position peaked at $442K in Q2 2018.
  • 388 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2018.

Based on Allianz Life Insurance of North America's 13F filing for Q3 2018, filed 16 Oct 2018.