NPC
IYR icon

National Planning Corporation’s iShares US Real Estate ETF IYR Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-101,836
Closed -$8.13M – 340
2017
Q3 		$8.13M Buy
101,836
+73,253
+256% +$5.88M 0.68% 29
2017
Q2 		$2.3M Buy
28,583
+18,140
+174% +$1.44M 0.18% 136
2017
Q1 		$820K Sell
10,443
-340
-3% -$26.5K 0.06% 272
2016
Q4 		$830K Sell
10,783
-6,604
-38% -$502K 0.06% 265
2016
Q3 		$1.31M Sell
17,387
-233,848
-93% -$19.4M 0.1% 199
2016
Q2 		$21.2M Buy
251,235
+140,468
+127% +$11M 1.64% 10
2016
Q1 		$8.81M Sell
110,767
-12,568
-10% -$912K 0.77% 22
2015
Q4 		$8.64M Sell
123,335
-129,242
-51% -$9.65M 0.71% 24
2015
Q3 		$19.2M Buy
252,577
+234,767
+1,318% +$17.1M 1.76% 11
2015
Q2 		$1.34M Sell
17,810
-303
-2% -$23K 0.12% 174
2015
Q1 		$1.35M Sell
18,113
-202,205
-92% -$16.2M 0.12% 169
2014
Q4 		$17.5M Buy
220,318
+207,248
+1,586% +$15.5M 1.24% 11
2014
Q3 		$910K Sell
13,070
-142,417
-92% -$10.3M 0.07% 264
2014
Q2 		$11.2M Buy
155,487
+17,504
+13% +$1.23M 0.88% 23
2014
Q1 		$9.4M Buy
137,983
+127,460
+1,211% +$8.46M 0.81% 24
2013
Q4 		$660K Sell
10,523
-356
-3% -$22.9K 0.06% 304
2013
Q3 		$698K Buy
10,879
+5,036
+86% +$329K 0.07% 280
2013
Q2 		$389K Buy
+5,843
New +$413K 0.05% 330

Other funds holding IYR

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

National Planning Corporation's IYR Position: Q4 2017 in Review

National Planning Corporation sold out of iShares US Real Estate ETF (IYR) in Q4 2017, closing a stake of 101,836 shares — an estimated $8.13M sold.

National Planning Corporation first reported a position in IYR in Q2 2013 and held it in 18 quarters. The position peaked at $21.2M in Q2 2016. 387 funds tracked by Wall St. Rank hold IYR as of Q4 2017.

  • National Planning Corporation reported no remaining iShares US Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 101,836 iShares US Real Estate ETF shares in Q4 2017, an estimated $8.13M.
  • National Planning Corporation first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares US Real Estate ETF position peaked at $21.2M in Q2 2016.
  • 387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.