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Cary Street Partners’s iShares US Real Estate ETF IYR Stock Holding History

Cary Street Partners’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 		$231K Sell
2,255
-61
-3% -$6.19K 0.01% 882
2026
Q1 		$219K Hold
2,316
– – 0.01% 814
2025
Q4 		$217K Sell
2,316
-500
-18% -$47.7K 0.01% 811
2025
Q3 		$273K Hold
2,816
– – 0.01% 706
2025
Q2 		$267K Hold
2,816
– – 0.01% 688
2025
Q1 		$270K Hold
2,816
– – 0.01% 674
2024
Q4 		$262K Buy
+2,816
New +$278K 0.01% 652

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

Cary Street Partners's IYR Position: Q2 2026 in Review

Cary Street Partners reduced its iShares US Real Estate ETF (IYR) stake by 2.6% in Q2 2026, selling an estimated $6.19K and leaving 2,255 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #882.

Cary Street Partners first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. The position peaked at $273K in Q3 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Cary Street Partners held 2,255 shares of iShares US Real Estate ETF worth $231K as of Q2 2026.
  • Cary Street Partners sold 61 iShares US Real Estate ETF shares in Q2 2026, an estimated $6.19K.
  • iShares US Real Estate ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #882 holding.
  • Cary Street Partners first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's iShares US Real Estate ETF position peaked at $273K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.