AlphaCentric Advisors
IYR icon

AlphaCentric Advisors’s iShares US Real Estate ETF IYR Stock Holding History

AlphaCentric Advisors’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
Q3 		$950K Buy
+10,000
New +$1.03M 0.84% 25
2026
Q1 		– Sell
-10,000
Closed -$939K – 278
2025
Q4 		$939K Buy
+10,000
New +$953K 0.94% 21

Other funds holding IYR

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

AlphaCentric Advisors's IYR Position: Q3 2026 in Review

AlphaCentric Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q3 2026: 10,000 shares worth $950K. The stake represents 0.84% of the portfolio and ranks #25 among its holdings. This is a return to the name: AlphaCentric Advisors previously reported a position in IYR as recently as Q4 2025.

AlphaCentric Advisors first reported a position in IYR in Q4 2025 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • AlphaCentric Advisors held 10,000 shares of iShares US Real Estate ETF worth $950K as of Q3 2026.
  • iShares US Real Estate ETF was a new AlphaCentric Advisors position in Q3 2026.
  • iShares US Real Estate ETF made up 0.84% of AlphaCentric Advisors's portfolio in Q3 2026, its #25 holding.
  • AlphaCentric Advisors first reported a position in iShares US Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on AlphaCentric Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.