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Ladenburg Thalmann Financial Services’s iShares US Real Estate ETF IYR Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$9.13M Sell
98,669
-23,469
-19% -$2.18M 0.06% 322
2019
Q3 		$11.4M Sell
122,138
-8,985
-7% -$818K 0.08% 251
2019
Q2 		$11.5M Sell
131,123
-6,600
-5% -$578K 0.08% 234
2019
Q1 		$12M Buy
137,723
+80,187
+139% +$6.63M 0.09% 215
2018
Q4 		$4.31M Buy
57,536
+15,321
+36% +$1.2M 0.04% 416
2018
Q3 		$3.38M Buy
42,215
+687
+2% +$56K 0.03% 529
2018
Q2 		$3.13M Hold
41,528
– – 0.03% 511
2018
Q1 		$3.13M Sell
41,528
-3,938
-9% -$299K 0.03% 511
2017
Q4 		$3.68M Sell
45,466
-57,969
-56% -$4.71M 0.04% 449
2017
Q3 		$8.26M Buy
103,435
+58,185
+129% +$4.67M 0.09% 212
2017
Q2 		$3.61M Buy
45,250
+5,123
+13% +$408K 0.04% 371
2017
Q1 		$3.15M Buy
40,127
+2,301
+6% +$180K 0.04% 402
2016
Q4 		$2.91M Sell
37,826
-65,813
-64% -$5M 0.04% 396
2016
Q3 		$8.41M Buy
103,639
+28,197
+37% +$2.33M 0.13% 163
2016
Q2 		$6.17M Buy
75,442
+29,319
+64% +$2.3M 0.1% 195
2016
Q1 		$3.58M Sell
46,123
-18,807
-29% -$1.36M 0.06% 282
2015
Q4 		$4.88M Buy
64,930
+19,019
+41% +$1.42M 0.09% 209
2015
Q3 		$3.26M Sell
45,911
-1,948
-4% -$142K 0.07% 276
2015
Q2 		$3.41M Sell
47,859
-16,458
-26% -$1.25M 0.06% 300
2015
Q1 		$5.1M Buy
64,317
+9,293
+17% +$743K 0.1% 207
2014
Q4 		$4.23M Buy
55,024
+37,291
+210% +$2.79M 0.09% 203
2014
Q3 		$1.23M Sell
17,733
-5,782
-25% -$419K 0.03% 432
2014
Q2 		$1.69M Buy
23,515
+6,759
+40% +$476K 0.05% 337
2014
Q1 		$1.13M Buy
16,756
+5,167
+45% +$343K 0.03% 417
2013
Q4 		$731K Sell
11,589
-2,620
-18% -$169K 0.02% 559
2013
Q3 		$906K Sell
14,209
-7,661
-35% -$500K 0.03% 448
2013
Q2 		$1.45M Buy
+21,870
New +$1.55M 0.05% 294

Other funds holding IYR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IYR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its iShares US Real Estate ETF (IYR) stake by 19% in Q4 2019, selling an estimated $2.18M and leaving 98,669 shares worth $9.13M. The position accounts for 0.06% of the portfolio, ranked #322.

Ladenburg Thalmann Financial Services first reported a position in IYR in Q2 2013 and has held it in 27 quarters since. The position peaked at $12M in Q1 2019. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 98,669 shares of iShares US Real Estate ETF worth $9.13M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 23,469 iShares US Real Estate ETF shares in Q4 2019, an estimated $2.18M.
  • iShares US Real Estate ETF made up 0.06% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #322 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's iShares US Real Estate ETF position peaked at $12M in Q1 2019.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.