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Lockheed Martin Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Lockheed Martin Investment Management’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
Q4 		– Sell
-1,524,500
Closed -$156M – 175
2021
Q3 		$156M Sell
1,524,500
-216,300
-12% -$23M 8.46% 2
2021
Q2 		$177M Buy
1,740,800
+154,700
+10% +$15.4M 9.28% 1
2021
Q1 		$146M Sell
1,586,100
-261,000
-14% -$22.9M 7.46% 2
2020
Q4 		$158M Sell
1,847,100
-111,100
-6% -$9.25M 8.18% 2
2020
Q3 		$156M Hold
1,958,200
– – 9.69% 2
2020
Q2 		$154M Buy
1,958,200
+119,700
+7% +$9.07M 10.19% 1
2020
Q1 		$128M Sell
1,838,500
-104,500
-5% -$9.25M 8.72% 3
2019
Q4 		$181M Buy
1,943,000
+330,000
+20% +$30.6M 9.55% 2
2019
Q3 		$151M Buy
1,613,000
+143,800
+10% +$13.1M 9.58% 2
2019
Q2 		$128M Sell
1,469,200
-287,600
-16% -$25.2M 5.82% 3
2019
Q1 		$153M Hold
1,756,800
– – 6.99% 3
2018
Q4 		$132M Buy
1,756,800
+207,000
+13% +$16.3M 6.22% 5
2018
Q3 		$124M Buy
1,549,800
+740,000
+91% +$60.3M 5.33% 5
2018
Q2 		$65.3M Buy
809,800
+237,500
+41% +$18.3M 3.07% 11
2018
Q1 		$43.2M Sell
572,300
-1,361,400
-70% -$103M 1.79% 18
2017
Q4 		$157M Hold
1,933,700
– – 7.22% 3
2017
Q3 		$154M Hold
1,933,700
– – 8.18% 3
2017
Q2 		$154M Sell
1,933,700
-99,800
-5% -$7.94M 8.46% 2
2017
Q1 		$160M Buy
2,033,500
+1,219,800
+150% +$95.2M 9.08% 2
2016
Q4 		$62.6M Buy
813,700
+3,700
+0.5% +$281K 5.24% 7
2016
Q3 		$65.3M Buy
+810,000
New +$67.1M 5.66% 6
2015
Q3 		– Sell
-1,256,075
Closed -$89.6M – 117
2015
Q2 		$89.6M Buy
1,256,075
+55,212
+5% +$4.19M 4.43% 8
2015
Q1 		$95.3M Sell
1,200,863
-333,646
-22% -$26.7M 4.62% 8
2014
Q4 		$118M Buy
1,534,509
+82,563
+6% +$6.17M 5.02% 8
2014
Q3 		$100M Buy
1,451,946
+172,756
+14% +$12.5M 4.56% 8
2014
Q2 		$91.8M Buy
1,279,190
+85,699
+7% +$6.03M 4.18% 8
2014
Q1 		$80.8M Buy
+1,193,491
New +$79.2M 4.14% 7

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lockheed Martin Investment Management's IYR Position: Q4 2021 in Review

Lockheed Martin Investment Management sold out of iShares US Real Estate ETF (IYR) in Q4 2021, closing a stake of 1,524,500 shares — an estimated $156M sold.

Lockheed Martin Investment Management first reported a position in IYR in Q1 2014 and held it in 27 quarters. The position peaked at $181M in Q4 2019. 578 funds tracked by Wall St. Rank hold IYR as of Q4 2021.

  • Lockheed Martin Investment Management reported no remaining iShares US Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Lockheed Martin Investment Management sold 1,524,500 iShares US Real Estate ETF shares in Q4 2021, an estimated $156M.
  • Lockheed Martin Investment Management first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 27 quarters.
  • Lockheed Martin Investment Management's iShares US Real Estate ETF position peaked at $181M in Q4 2019.
  • 578 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2021.

Based on Lockheed Martin Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.