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 Q1	$1.91M	Buy	+20,200	New	+$1.96M	﹤0.01%	1687
2023 Q4	–	Sell	-46,400	Closed	-$3.93M	–	4152
2023 Q3	$3.93M	Buy	+46,400	New	+$3.95M	﹤0.01%	1373
2020 Q2	–	Sell	-63,400	Closed	-$4.14M	–	4729
2020 Q1	$4.14M	Buy	+63,400	New	+$5.61M	﹤0.01%	1070
2019 Q1	–	Sell	-110,000	Closed	-$8.24M	–	4521
2018 Q4	$8.24M	Buy	+110,000	New	+$8.64M	0.01%	850
2017 Q3	–	Sell	-631,500	Closed	-$50.4M	–	4246
2017 Q2	$50.4M	Sell	631,500 -368,500	-37%	-$29.3M	0.05%	337
2017 Q1	$78.5M	Buy	1,000,000 +950,100	+1,904%	+$74.2M	0.07%	219
2016 Q4	$3.73M	Sell	49,900 -200,100	-80%	-$15.2M	﹤0.01%	1204
2016 Q3	$20.2M	Buy	+250,000	New	+$20.7M	0.02%	552
2014 Q4	–	Sell	-50,000	Closed	-$3.46M	–	4093
2014 Q3	$3.46M	Buy	+50,000	New	+$3.62M	﹤0.01%	1223
2013 Q3	–	Sell	-20,000	Closed	-$1.33M	–	3858
2013 Q2	$1.33M	Buy	+20,000	New	+$1.41M	﹤0.01%	1276

Other funds holding IYR

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal's IYR Position: Q1 2026 in Review

Bank of Montreal reduced its iShares US Real Estate ETF (IYR) stake by 7.7% in Q1 2026, selling an estimated $838K and leaving 103,438 shares worth $9.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Bank of Montreal first reported a position in IYR in Q2 2013 and has held it in 52 quarters since. The position peaked at $177M in Q4 2023. 459 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Bank of Montreal held 103,438 shares of iShares US Real Estate ETF worth $9.78M as of Q1 2026.
Bank of Montreal sold 8,625 iShares US Real Estate ETF shares in Q1 2026, an estimated $838K.
iShares US Real Estate ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1098 holding.
Bank of Montreal first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's iShares US Real Estate ETF position peaked at $177M in Q4 2023.
459 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.