Corient Private Wealth
IYR icon

Corient Private Wealth’s iShares US Real Estate ETF IYR Stock Holding History

Corient Private Wealth’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 		$3.23M Sell
34,583
-41,595
-55% -$4.04M ﹤0.01% 1014
2025
Q4 		$7.18M Buy
76,178
+44,699
+142% +$4.26M ﹤0.01% 896
2025
Q3 		$3.06M Sell
31,479
-384
-1% -$37K ﹤0.01% 893
2025
Q2 		$3.02M Sell
31,863
-11,975
-27% -$1.12M ﹤0.01% 871
2025
Q1 		$4.2M Sell
43,838
-2,949
-6% -$281K 0.01% 733
2024
Q4 		$4.35M Sell
46,787
-5,058
-10% -$498K 0.01% 745
2024
Q3 		$3.63M Buy
51,845
+4,659
+10% +$449K 0.01% 852
2024
Q2 		$4.14M Sell
47,186
-333,959
-88% -$28.6M 0.01% 760
2024
Q1 		$34.3M Sell
381,145
-1,194
-0.3% -$106K 0.06% 288
2023
Q4 		$34.9M Buy
382,339
+172,276
+82% +$14.1M 0.06% 283
2023
Q3 		$16.4M Sell
210,063
-17,479
-8% -$1.49M 0.04% 389
2023
Q2 		$19.7M Sell
227,542
-18,229
-7% -$1.53M 0.05% 342
2023
Q1 		$20.9M Sell
245,771
-51,021
-17% -$4.46M 0.06% 303
2022
Q4 		$26.3M Buy
+296,792
New +$24.9M 0.1% 228

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return