Bank of Montreal
IYR icon

Bank of Montreal’s iShares US Real Estate ETF IYR Stock Holding History

Bank of Montreal’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 		$4.11M Sell
40,181
-63,257
-61% -$6.42M ﹤0.01% 1450
2026
Q1 		$9.78M Sell
103,438
-8,625
-8% -$838K ﹤0.01% 1098
2025
Q4 		$10.5M Buy
112,063
+11,030
+11% +$1.05M ﹤0.01% 1096
2025
Q3 		$9.81M Sell
101,033
-2,737
-3% -$263K ﹤0.01% 1052
2025
Q2 		$9.83M Buy
103,770
+2,721
+3% +$254K ﹤0.01% 980
2025
Q1 		$9.68M Sell
101,049
-16,057
-14% -$1.53M ﹤0.01% 941
2024
Q4 		$10.9M Buy
117,106
+7,892
+7% +$778K 0.01% 962
2024
Q3 		$11M Sell
109,214
-26,392
-19% -$2.54M ﹤0.01% 999
2024
Q2 		$11.9M Sell
135,606
-16,710
-11% -$1.43M ﹤0.01% 933
2024
Q1 		$13.7M Sell
152,316
-1,756,716
-92% -$155M ﹤0.01% 869
2023
Q4 		$177M Buy
1,909,032
+1,694,527
+790% +$139M 0.05% 193
2023
Q3 		$18.2M Sell
214,505
-116,723
-35% -$9.95M 0.01% 745
2023
Q2 		$28.7M Buy
331,228
+177,710
+116% +$14.9M 0.01% 606
2023
Q1 		$13.7M Sell
153,518
-89,244
-37% -$7.81M 0.01% 811
2022
Q4 		$20.6M Sell
242,762
-41,911
-15% -$3.52M 0.01% 682
2022
Q3 		$26.1K Sell
284,673
-123,575
-30% -$11.7M 0.01% 593
2022
Q2 		$38.4K Buy
408,248
+241,920
+145% +$24.1M 0.02% 513
2022
Q1 		$18.2M Sell
166,328
-31,990
-16% -$3.38M 0.01% 866
2021
Q4 		$23M Sell
198,318
-44,275
-18% -$4.85M 0.01% 694
2021
Q3 		$26M Sell
242,593
-57,746
-19% -$6.14M 0.01% 802
2021
Q2 		$30.9M Buy
300,339
+245,090
+444% +$24.3M 0.02% 703
2021
Q1 		$5.19M Sell
55,249
-165,587
-75% -$14.5M ﹤0.01% 1323
2020
Q4 		$18.2M Buy
220,836
+169,383
+329% +$14.1M 0.01% 748
2020
Q3 		$4.25M Sell
51,453
-48,911
-49% -$3.95M ﹤0.01% 1297
2020
Q2 		$7.86M Sell
100,364
-76,385
-43% -$5.79M 0.01% 958
2020
Q1 		$11.5M Buy
176,749
+36,129
+26% +$3.2M 0.01% 659
2019
Q4 		$13.1M Sell
140,620
-8,529
-6% -$791K 0.01% 848
2019
Q3 		$14M Sell
149,149
-436,952
-75% -$39.8M 0.01% 751
2019
Q2 		$51.2M Buy
586,101
+691
+0.1% +$60.5K 0.04% 361
2019
Q1 		$51M Buy
585,410
+17,291
+3% +$1.43M 0.04% 338
2018
Q4 		$42.6M Buy
568,119
+218,110
+62% +$17.1M 0.04% 363
2018
Q3 		$28M Buy
350,009
+2,055
+0.6% +$168K 0.02% 532
2018
Q2 		$28M Sell
347,954
-267,737
-43% -$20.6M 0.02% 505
2018
Q1 		$46.5M Sell
615,691
-220,906
-26% -$16.8M 0.04% 380
2017
Q4 		$67.8M Sell
836,597
-104,312
-11% -$8.47M 0.06% 300
2017
Q3 		$75.2M Buy
940,909
+56,737
+6% +$4.56M 0.07% 256
2017
Q2 		$70.5M Sell
884,172
-147,912
-14% -$11.8M 0.07% 262
2017
Q1 		$81M Buy
1,032,084
+64,233
+7% +$5.01M 0.08% 210
2016
Q4 		$72.4M Buy
967,851
+75,476
+8% +$5.74M 0.08% 219
2016
Q3 		$72M Buy
892,375
+20,228
+2% +$1.67M 0.08% 209
2016
Q2 		$71.9M Buy
872,147
+189,719
+28% +$14.9M 0.08% 211
2016
Q1 		$53.1M Sell
682,428
-9,926
-1% -$720K 0.06% 236
2015
Q4 		$52M Sell
692,354
-13,698
-2% -$1.02M 0.06% 245
2015
Q3 		$50.1M Sell
706,052
-21,055
-3% -$1.53M 0.07% 246
2015
Q2 		$51.8M Buy
727,107
+522
+0.1% +$39.6K 0.06% 271
2015
Q1 		$57.6M Buy
726,585
+13,671
+2% +$1.09M 0.07% 251
2014
Q4 		$54.8M Sell
712,914
-494,499
-41% -$37M 0.06% 254
2014
Q3 		$83.6M Buy
1,207,413
+436,413
+57% +$31.6M 0.09% 192
2014
Q2 		$55.4M Sell
771,000
-149,031
-16% -$10.5M 0.06% 245
2014
Q1 		$62.3M Sell
920,031
-33,670
-4% -$2.23M 0.08% 204
2013
Q4 		$60.2M Sell
953,701
-28,377
-3% -$1.83M 0.08% 198
2013
Q3 		$62.6M Sell
982,078
-100,915
-9% -$6.59M 0.1% 172
2013
Q2 		$71.9M Buy
+1,082,993
New +$76.5M 0.13% 144

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal's IYR Position: Q2 2026 in Review

Bank of Montreal reduced its iShares US Real Estate ETF (IYR) stake by 61% in Q2 2026, selling an estimated $6.42M and leaving 40,181 shares worth $4.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Bank of Montreal first reported a position in IYR in Q2 2013 and has held it in 53 quarters since. The position peaked at $177M in Q4 2023. 462 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Bank of Montreal held 40,181 shares of iShares US Real Estate ETF worth $4.11M as of Q2 2026.
  • Bank of Montreal sold 63,257 iShares US Real Estate ETF shares in Q2 2026, an estimated $6.42M.
  • iShares US Real Estate ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1450 holding.
  • Bank of Montreal first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's iShares US Real Estate ETF position peaked at $177M in Q4 2023.
  • 462 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.