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Brinker Capital Investments’s iShares US Real Estate ETF IYR Stock Holding History

Brinker Capital Investments’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 		$668K Buy
6,530
+13
+0.2% +$1.32K 0.01% 1356
2026
Q1 		$616K Buy
6,517
+638
+11% +$62K 0.01% 1363
2025
Q4 		$552K Sell
5,879
-698
-11% -$66.5K ﹤0.01% 1555
2025
Q3 		$639K Buy
6,577
+256
+4% +$24.6K 0.01% 1440
2025
Q2 		$599K Buy
6,321
+48
+0.8% +$4.48K 0.01% 1433
2025
Q1 		$601K Buy
6,273
+1,726
+38% +$164K 0.01% 1329
2024
Q4 		$423K Sell
4,547
-2,201
-33% -$217K ﹤0.01% 1410
2024
Q3 		$687K Buy
6,748
+3,596
+114% +$346K 0.01% 1214
2024
Q2 		$277K Sell
3,152
-761
-19% -$65.3K ﹤0.01% 1492
2024
Q1 		$352K Sell
3,913
-139
-3% -$12.3K ﹤0.01% 1399
2023
Q4 		$369K Sell
4,052
-317
-7% -$26K ﹤0.01% 1326
2023
Q3 		$341K Sell
4,369
-13
-0.3% -$1.11K ﹤0.01% 1333
2023
Q2 		$379K Sell
4,382
-665
-13% -$55.9K ﹤0.01% 1317
2023
Q1 		$429K Buy
5,047
+25
+0.5% +$2.19K 0.01% 1194
2022
Q4 		$423K Buy
5,022
+136
+3% +$11.4K 0.01% 1035
2022
Q3 		$398K Buy
4,886
+170
+4% +$16.1K 0.01% 1017
2022
Q2 		$434K Buy
4,716
+129
+3% +$12.9K 0.01% 1030
2022
Q1 		$496K Sell
4,587
-2,687
-37% -$284K 0.01% 1047
2021
Q4 		$845K Sell
7,274
-5,048
-41% -$553K 0.01% 882
2021
Q3 		$1.26M Hold
12,322
– – 0.02% 692
2021
Q2 		$1.26M Sell
12,322
-659
-5% -$65.4K 0.02% 745
2021
Q1 		$1.19M Sell
12,981
-12,291
-49% -$1.08M 0.02% 653
2020
Q4 		$2.17M Buy
25,272
+11,507
+84% +$958K 0.03% 533
2020
Q3 		$1.1M Buy
+13,765
New +$1.11M 0.02% 658
2020
Q1 		– Sell
-4,774
Closed -$444K – 532
2019
Q4 		$444K Sell
4,774
-14
-0.3% -$1.3K 0.01% 273
2019
Q3 		$448K Sell
4,788
-37,926
-89% -$3.45M 0.02% 274
2019
Q2 		$3.73M Sell
42,714
-2,922
-6% -$256K 0.12% 159
2019
Q1 		$3.97M Sell
45,636
-997
-2% -$82.4K 0.13% 151
2018
Q4 		$3.5M Sell
46,633
-2,136
-4% -$168K 0.12% 155
2018
Q3 		$3.9M Sell
48,769
-681
-1% -$55.5K 0.12% 133
2018
Q2 		$3.98M Sell
49,450
-449
-0.9% -$34.6K 0.13% 144
2018
Q1 		$3.77M Buy
49,899
+3,503
+8% +$266K 0.12% 142
2017
Q4 		$3.76M Buy
46,396
+2,550
+6% +$207K 0.12% 139
2017
Q3 		$3.5M Buy
43,846
+144
+0.3% +$11.6K 0.12% 134
2017
Q2 		$3.49M Sell
43,702
-1,783
-4% -$142K 0.13% 128
2017
Q1 		$3.57M Buy
45,485
+1,695
+4% +$132K 0.15% 120
2016
Q4 		$3.37M Buy
43,790
+1,769
+4% +$134K 0.14% 110
2016
Q3 		$3.39M Buy
42,021
+1,215
+3% +$101K 0.14% 112
2016
Q2 		$3.36M Buy
40,806
+543
+1% +$42.6K 0.14% 115
2016
Q1 		$3.13M Buy
40,263
+986
+3% +$71.5K 0.13% 115
2015
Q4 		$2.95M Buy
39,277
+1,852
+5% +$138K 0.13% 127
2015
Q3 		$2.65M Buy
37,425
+421
+1% +$30.7K 0.12% 129
2015
Q2 		$2.64M Sell
37,004
-202
-0.5% -$15.3K 0.1% 139
2015
Q1 		$2.95M Sell
37,206
-55
-0.1% -$4.4K 0.11% 126
2014
Q4 		$2.86M Sell
37,261
-22,635
-38% -$1.69M 0.11% 134
2014
Q3 		$4.14M Buy
+59,896
New +$4.34M 0.16% 106
2013
Q4 		– Sell
-45,128
Closed -$2.88M – 401
2013
Q3 		$2.88M Sell
45,128
-273,498
-86% -$17.9M 0.12% 134
2013
Q2 		$21.2M Buy
+318,626
New +$22.5M 0.89% 37

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Brinker Capital Investments's IYR Position: Q2 2026 in Review

Brinker Capital Investments increased its iShares US Real Estate ETF (IYR) stake by 0.2% in Q2 2026, buying an estimated $1.32K and bringing the position to 6,530 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #1356.

Brinker Capital Investments first reported a position in IYR in Q2 2013 and has held it in 48 quarters since. The position peaked at $21.2M in Q2 2013. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Brinker Capital Investments held 6,530 shares of iShares US Real Estate ETF worth $668K as of Q2 2026.
  • Brinker Capital Investments bought 13 iShares US Real Estate ETF shares in Q2 2026, an estimated $1.32K.
  • iShares US Real Estate ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1356 holding.
  • Brinker Capital Investments first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 48 quarters since.
  • Brinker Capital Investments's iShares US Real Estate ETF position peaked at $21.2M in Q2 2013.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.