Adams Diversified Equity Fund’s iShares US Real Estate ETF IYR Stock Holding History

Adams Diversified Equity Fund’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
2026 Q2	$6.43M	Buy	+62,900	New	+$6.38M	0.2%	99
2016 Q2	–	Sell	-107,722	Closed	-$8.39M	–	200
2016 Q1	$8.39M	Hold	107,722	–	–	0.58%	69
2015 Q4	$8.09M	Sell	107,722 -40,000	-27%	-$2.99M	0.56%	68
2015 Q3	$10.5M	Hold	147,722	–	–	0.76%	51
2015 Q2	$10.5M	Hold	147,722	–	–	0.7%	56
2015 Q1	$11.7M	Hold	147,722	–	–	0.77%	57
2014 Q4	$11.4M	Hold	147,722	–	–	0.75%	60
2014 Q3	$10.2M	Hold	147,722	–	–	0.67%	62
2014 Q2	$10.6M	Hold	147,722	–	–	0.71%	60
2014 Q1	$10M	Sell	147,722 -122,800	-45%	-$8.15M	0.71%	61
2013 Q4	$17.1M	Sell	270,522 -139,000	-34%	-$8.95M	1.21%	33
2013 Q3	$26.1M	Sell	409,522 -45,478	-10%	-$2.97M	1.99%	10
2013 Q2	$30.2M	Buy	+455,000	New	+$32.2M	2.4%	6

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Adams Diversified Equity Fund's IYR Position: Q2 2026 in Review

Adams Diversified Equity Fund opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 62,900 shares worth $6.43M. The stake represents 0.2% of the portfolio and ranks #99 among its holdings. This is a return to the name: Adams Diversified Equity Fund previously reported a position in IYR as recently as Q1 2016.

Adams Diversified Equity Fund first reported a position in IYR in Q2 2013 and has held it in 13 quarters since. The position peaked at $30.2M in Q2 2013. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Adams Diversified Equity Fund held 62,900 shares of iShares US Real Estate ETF worth $6.43M as of Q2 2026.
iShares US Real Estate ETF was a new Adams Diversified Equity Fund position in Q2 2026.
iShares US Real Estate ETF made up 0.2% of Adams Diversified Equity Fund's portfolio in Q2 2026, its #99 holding.
Adams Diversified Equity Fund first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 13 quarters since.
Adams Diversified Equity Fund's iShares US Real Estate ETF position peaked at $30.2M in Q2 2013.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Adams Diversified Equity Fund's 13F filing for Q2 2026, filed 22 Jul 2026.