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Cresset Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Cresset Asset Management’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 		$1.99M Buy
19,438
+6,286
+48% +$638K 0.01% 673
2026
Q1 		$1.24M Buy
13,152
+8,798
+202% +$855K 0.01% 705
2025
Q4 		$409K Hold
4,354
– – ﹤0.01% 1164
2025
Q3 		$423K Hold
4,354
– – ﹤0.01% 1099
2025
Q2 		$413K Sell
4,354
-1,000
-19% -$93.3K ﹤0.01% 998
2025
Q1 		$513K Sell
5,354
-96
-2% -$9.13K ﹤0.01% 1059
2024
Q4 		$507K Sell
5,450
-773
-12% -$76.2K ﹤0.01% 1076
2024
Q3 		$634K Sell
6,223
-3
-0% -$289 ﹤0.01% 1395
2024
Q2 		$546K Buy
6,226
+120
+2% +$10.3K ﹤0.01% 1401
2024
Q1 		$549K Sell
6,106
-4,316
-41% -$382K ﹤0.01% 1296
2023
Q4 		$953K Sell
10,422
-221
-2% -$18.1K 0.01% 913
2023
Q3 		$841K Sell
10,643
-1,088
-9% -$92.7K ﹤0.01% 937
2023
Q2 		$1.02M Buy
11,731
+331
+3% +$27.8K ﹤0.01% 940
2023
Q1 		$968K Sell
11,400
-6,122
-35% -$536K 0.02% 347
2022
Q4 		$1.48M Buy
17,522
+703
+4% +$59K 0.02% 240
2022
Q3 		$1.37M Sell
16,819
-34
-0.2% -$3.22K 0.02% 281
2022
Q2 		$1.55M Buy
16,853
+315
+2% +$31.4K 0.02% 271
2022
Q1 		$1.79M Sell
16,538
-1,300
-7% -$137K 0.02% 266
2021
Q4 		$2.07M Sell
17,838
-60
-0.3% -$6.57K 0.02% 293
2021
Q3 		$1.83M Buy
+17,898
New +$1.9M 0.02% 249
2019
Q2 		– Sell
-1,176
Closed -$102K – 1068
2019
Q1 		$102K Sell
1,176
-28,644
-96% -$2.37M ﹤0.01% 549
2018
Q4 		$2.23M Buy
+29,820
New +$2.34M 0.13% 38

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

Cresset Asset Management's IYR Position: Q2 2026 in Review

Cresset Asset Management increased its iShares US Real Estate ETF (IYR) stake by 48% in Q2 2026, buying an estimated $638K and bringing the position to 19,438 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #673.

Cresset Asset Management first reported a position in IYR in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.23M in Q4 2018. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Cresset Asset Management held 19,438 shares of iShares US Real Estate ETF worth $1.99M as of Q2 2026.
  • Cresset Asset Management bought 6,286 iShares US Real Estate ETF shares in Q2 2026, an estimated $638K.
  • iShares US Real Estate ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #673 holding.
  • Cresset Asset Management first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 22 quarters since.
  • Cresset Asset Management's iShares US Real Estate ETF position peaked at $2.23M in Q4 2018.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.