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	$4.53M	Buy	44,300 +21,500	+94%	+$2.18M	﹤0.01%	1406
2026 Q1	$2.16M	Buy	+22,800	New	+$2.21M	﹤0.01%	1634
2023 Q4	–	Sell	-297,600	Closed	-$25.2M	–	4153
2023 Q3	$25.2M	Sell	297,600 -224,500	-43%	-$19.1M	0.01%	640
2023 Q2	$45.2M	Buy	+522,100	New	+$43.9M	0.02%	446
2017 Q4	–	Sell	-51,000	Closed	-$4.07M	–	4243
2017 Q3	$4.07M	Sell	51,000 -680,500	-93%	-$54.7M	﹤0.01%	1263
2017 Q2	$58.4M	Sell	731,500 -270,400	-27%	-$21.5M	0.06%	294
2017 Q1	$78.6M	Buy	1,001,900 +374,400	+60%	+$29.2M	0.07%	218
2016 Q4	$47M	Sell	627,500 -170,000	-21%	-$12.9M	0.05%	315
2016 Q3	$64.3M	Buy	+797,500	New	+$66M	0.07%	230
2015 Q2	–	Sell	-70,000	Closed	-$5.55M	–	4025
2015 Q1	$5.55M	Buy	+70,000	New	+$5.6M	0.01%	1010
2014 Q4	–	Sell	-120,000	Closed	-$8.3M	–	4094
2014 Q3	$8.3M	Buy	+120,000	New	+$8.69M	0.01%	880
2013 Q3	–	Sell	-60,000	Closed	-$3.99M	–	3859
2013 Q2	$3.99M	Buy	+60,000	New	+$4.24M	0.01%	813

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

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. 487 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.
487 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.