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Eldridge Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Eldridge Investment Advisors’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 		$232K Buy
2,450
+96
+4% +$9.33K 0.05% 141
2025
Q4 		$221K Buy
2,354
+1
+0% +$95 0.05% 153
2025
Q3 		$228K Buy
+2,353
New +$226K 0.05% 148

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 $416B 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 $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $666B 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

Eldridge Investment Advisors's IYR Position: Q1 2026 in Review

Eldridge Investment Advisors increased its iShares US Real Estate ETF (IYR) stake by 4.1% in Q1 2026, buying an estimated $9.33K and bringing the position to 2,450 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #141.

Eldridge Investment Advisors first reported a position in IYR in Q3 2025 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Eldridge Investment Advisors held 2,450 shares of iShares US Real Estate ETF worth $232K as of Q1 2026.
  • Eldridge Investment Advisors bought 96 iShares US Real Estate ETF shares in Q1 2026, an estimated $9.33K.
  • iShares US Real Estate ETF made up 0.05% of Eldridge Investment Advisors's portfolio in Q1 2026, its #141 holding.
  • Eldridge Investment Advisors first reported a position in iShares US Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.