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
Q2 		$2.96M Sell
28,944
-5,639
-16% -$572K ﹤0.01% 1131
2026
Q1 		$3.23M Sell
34,583
-3,506
-9% -$341K ﹤0.01% 1014
2025
Q4 		$3.63M Buy
38,089
+6,610
+21% +$630K ﹤0.01% 879
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 $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

Corient Private Wealth's IYR Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares US Real Estate ETF (IYR) stake by 16% in Q2 2026, selling an estimated $572K and leaving 28,944 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Corient Private Wealth first reported a position in IYR in Q4 2022 and has held it in 15 quarters since. The position peaked at $34.9M in Q4 2023. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Corient Private Wealth held 28,944 shares of iShares US Real Estate ETF worth $2.96M as of Q2 2026.
  • Corient Private Wealth sold 5,639 iShares US Real Estate ETF shares in Q2 2026, an estimated $572K.
  • iShares US Real Estate ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1131 holding.
  • Corient Private Wealth first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares US Real Estate ETF position peaked at $34.9M in Q4 2023.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.