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

Cerity 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 		$9.9M Buy
96,851
+17,390
+22% +$1.76M 0.01% 774
2026
Q1 		$7.51M Buy
79,461
+30,136
+61% +$2.93M 0.01% 833
2025
Q4 		$4.63M Sell
49,325
-35
-0.1% -$3.34K 0.01% 954
2025
Q3 		$4.79M Sell
49,360
-2,206
-4% -$212K 0.01% 873
2025
Q2 		$4.89M Sell
51,566
-1,415
-3% -$132K 0.01% 811
2025
Q1 		$5.07M Sell
52,981
-1,359
-3% -$129K 0.01% 727
2024
Q4 		$5.06M Sell
54,340
-218
-0.4% -$21.5K 0.01% 709
2024
Q3 		$5.56M Sell
54,558
-3,443
-6% -$332K 0.01% 657
2024
Q2 		$5.09M Sell
58,001
-2,151
-4% -$185K 0.01% 603
2024
Q1 		$5.41M Sell
60,152
-1,938
-3% -$171K 0.01% 632
2023
Q4 		$5.68M Buy
62,090
+4,446
+8% +$364K 0.02% 507
2023
Q3 		$4.5M Sell
57,644
-4,533
-7% -$386K 0.02% 435
2023
Q2 		$5.38M Buy
62,177
+55,629
+850% +$4.67M 0.02% 478
2023
Q1 		$553K Sell
6,548
-10,102
-61% -$884K ﹤0.01% 1251
2022
Q4 		$1.4M Buy
16,650
+13,636
+452% +$1.15M 0.01% 604
2022
Q3 		$245K Sell
3,014
-1,149
-28% -$109K ﹤0.01% 980
2022
Q2 		$382K Sell
4,163
-690
-14% -$68.8K ﹤0.01% 830
2022
Q1 		$525K Buy
4,853
+356
+8% +$37.6K 0.01% 583
2021
Q4 		$522K Buy
4,497
+2,275
+102% +$249K 0.01% 581
2021
Q3 		$227K Buy
+2,222
New +$236K 0.01% 624
2020
Q1 		– Sell
-10,718
Closed -$998K – 487
2019
Q4 		$998K Buy
+10,718
New +$994K 0.05% 243

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

Cerity Partners's IYR Position: Q2 2026 in Review

Cerity Partners increased its iShares US Real Estate ETF (IYR) stake by 22% in Q2 2026, buying an estimated $1.76M and bringing the position to 96,851 shares worth $9.9M. The position accounts for 0.01% of the portfolio, ranked #774.

Cerity Partners first reported a position in IYR in Q4 2019 and has held it in 21 quarters since. 462 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Cerity Partners held 96,851 shares of iShares US Real Estate ETF worth $9.9M as of Q2 2026.
  • Cerity Partners bought 17,390 iShares US Real Estate ETF shares in Q2 2026, an estimated $1.76M.
  • iShares US Real Estate ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #774 holding.
  • Cerity Partners first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 21 quarters since.
  • 462 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.