Loeb Partners Corp’s iShares US Real Estate ETF IYR Stock Holding History

Loeb Partners Corp’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 Q1	–	Sell	-21,000	Closed	-$1.76M	–	214
2018 Q4	$1.76M	Buy	21,000 +10,000	+91%	+$786K	0.82%	39
2018 Q3	$880K	Buy	11,000 +2,000	+22%	+$163K	0.32%	68
2018 Q2	$726K	Buy	+9,000	New	+$693K	0.18%	108
2017 Q1	–	Sell	-3,000	Closed	-$231K	–	166
2016 Q4	$231K	Hold	3,000	–	–	0.08%	144
2016 Q3	$242K	Hold	3,000	–	–	0.09%	132
2016 Q2	$247K	Sell	3,000 -10,000	-77%	-$784K	0.08%	141
2016 Q1	$1.01M	Buy	13,000 +2,000	+18%	+$145K	0.36%	68
2015 Q4	$826K	Hold	11,000	–	–	0.26%	77
2015 Q3	$780K	Buy	+11,000	New	+$801K	0.29%	80
2014 Q1	–	Sell	-4,000	Closed	-$252K	–	188
2013 Q4	$252K	Hold	4,000	–	–	0.08%	172
2013 Q3	$255K	Hold	4,000	–	–	0.09%	156
2013 Q2	$266K	Buy	+4,000	New	+$283K	0.1%	148

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Loeb Partners Corp's IYR Position: Q1 2019 in Review

Loeb Partners Corp sold out of iShares US Real Estate ETF (IYR) in Q1 2019, closing a stake of 21,000 shares — an estimated $1.76M sold.

Loeb Partners Corp first reported a position in IYR in Q2 2013 and held it in 12 quarters. The position peaked at $1.76M in Q4 2018. 448 funds tracked by Wall St. Rank hold IYR as of Q1 2019.

Loeb Partners Corp reported no remaining iShares US Real Estate ETF position as of Q1 2019 after selling out during the quarter.
Loeb Partners Corp sold 21,000 iShares US Real Estate ETF shares in Q1 2019, an estimated $1.76M.
Loeb Partners Corp first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 12 quarters.
Loeb Partners Corp's iShares US Real Estate ETF position peaked at $1.76M in Q4 2018.
448 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.