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

Makena Capital 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
2020
Q4 		– Sell
-18,224
Closed -$1.46M – 62
2020
Q3 		$1.46M Sell
18,224
-1,055
-5% -$85.2K 0.85% 48
2020
Q2 		$1.52M Sell
19,279
-1,366
-7% -$104K 0.93% 48
2020
Q1 		$1.44M Buy
20,645
+774
+4% +$68.5K 1.39% 34
2019
Q4 		$1.85M Buy
+19,871
New +$1.84M 1.63% 34
2018
Q3 		$2.39M Sell
29,845
-4,621
-13% -$377K 3.47% 10
2018
Q2 		$2.78M Sell
34,466
-3,601
-9% -$277K 3.67% 10
2018
Q1 		$2.87M Buy
38,067
+2,786
+8% +$211K 0.66% 12
2017
Q4 		$2.86M Sell
35,281
-27,510
-44% -$2.23M 0.71% 11
2017
Q3 		$5.02M Sell
62,791
-5,572
-8% -$448K 0.71% 12
2017
Q2 		$5.45M Sell
68,363
-8,043
-11% -$640K 0.75% 13
2017
Q1 		$6M Sell
76,406
-4,433
-5% -$346K 0.84% 13
2016
Q4 		$6.22M Buy
80,839
+8,891
+12% +$676K 1.32% 12
2016
Q3 		$5.8M Sell
71,948
-26,213
-27% -$2.17M 0.54% 14
2016
Q2 		$8.08M Sell
98,161
-9,066
-8% -$711K 0.99% 10
2016
Q1 		$8.35M Sell
107,227
-6,417
-6% -$466K 0.92% 12
2015
Q4 		$8.54M Sell
113,644
-7,622
-6% -$569K 0.87% 12
2015
Q3 		$8.6M Sell
121,266
-12,503
-9% -$911K 0.81% 14
2015
Q2 		$9.54M Buy
133,769
+73,664
+123% +$5.59M 0.82% 14
2015
Q1 		$4.77M Hold
60,105
– – 0.52% 10
2014
Q4 		$4.62M Hold
60,105
– – 0.48% 9
2014
Q3 		$4.16M Hold
60,105
– – 0.37% 10
2014
Q2 		$4.32M Hold
60,105
– – 0.4% 7
2014
Q1 		$4.07M Sell
60,105
-141,657
-70% -$9.4M 0.44% 7
2013
Q4 		$12.7M Hold
201,762
– – 0.52% 4
2013
Q3 		$12.9M Buy
201,762
+93,230
+86% +$6.09M 0.8% 3
2013
Q2 		$7.21M Buy
+108,532
New +$7.67M 0.39% 5

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Makena Capital Management's IYR Position: Q4 2020 in Review

Makena Capital Management sold out of iShares US Real Estate ETF (IYR) in Q4 2020, closing a stake of 18,224 shares — an estimated $1.46M sold.

Makena Capital Management first reported a position in IYR in Q2 2013 and held it in 26 quarters. The position peaked at $12.9M in Q3 2013. 430 funds tracked by Wall St. Rank hold IYR as of Q4 2020.

  • Makena Capital Management reported no remaining iShares US Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Makena Capital Management sold 18,224 iShares US Real Estate ETF shares in Q4 2020, an estimated $1.46M.
  • Makena Capital Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 26 quarters.
  • Makena Capital Management's iShares US Real Estate ETF position peaked at $12.9M in Q3 2013.
  • 430 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2020.

Based on Makena Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.