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

Ellis Investment 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 		$461K Sell
4,510
-163
-3% -$16.5K 0.07% 179
2026
Q1 		$442K Buy
4,673
+12
+0.3% +$1.17K 0.08% 176
2025
Q4 		$438K Sell
4,661
-162
-3% -$15.4K 0.08% 174
2025
Q3 		$468K Buy
4,823
+30
+0.6% +$2.89K 0.08% 157
2025
Q2 		$454K Sell
4,793
-339
-7% -$31.6K 0.09% 153
2025
Q1 		$491K Buy
5,132
+17
+0.3% +$1.62K 0.1% 138
2024
Q4 		$476K Buy
5,115
+1,642
+47% +$162K 0.09% 144
2024
Q3 		$354K Sell
3,473
-168
-5% -$16.2K 0.07% 174
2024
Q2 		$319K Buy
3,641
+17
+0.5% +$1.46K 0.07% 174
2024
Q1 		$326K Sell
3,624
-136
-4% -$12K 0.07% 169
2023
Q4 		$344K Sell
3,760
-242
-6% -$19.8K 0.08% 158
2023
Q3 		$313K Hold
4,002
– – 0.08% 157
2023
Q2 		$346K Sell
4,002
-268
-6% -$22.5K 0.08% 158
2023
Q1 		$363K Sell
4,270
-320
-7% -$28K 0.09% 152
2022
Q4 		$386K Sell
4,590
-46
-1% -$3.86K 0.11% 147
2022
Q3 		$377K Buy
4,636
+35
+0.8% +$3.31K 0.1% 142
2022
Q2 		$423K Buy
4,601
+64
+1% +$6.38K 0.11% 143
2022
Q1 		$491K Buy
4,537
+149
+3% +$15.7K 0.12% 137
2021
Q4 		$509K Buy
4,388
+311
+8% +$34.1K 0.12% 134
2021
Q3 		$417K Buy
4,077
+708
+21% +$75.3K 0.11% 142
2021
Q2 		$343K Buy
3,369
+435
+15% +$43.2K 0.09% 152
2021
Q1 		$270K Buy
2,934
+11
+0.4% +$965 0.08% 166
2020
Q4 		$250K Sell
2,923
-1,673
-36% -$139K 0.08% 162
2020
Q3 		$367K Sell
4,596
-610
-12% -$49.3K 0.13% 118
2020
Q2 		$419K Sell
5,206
-37
-0.7% -$2.8K 0.16% 108
2020
Q1 		$340K Buy
5,243
+340
+7% +$30.1K 0.16% 102
2019
Q4 		$451K Buy
4,903
+141
+3% +$13.1K 0.15% 111
2019
Q3 		$440K Sell
4,762
-31
-0.6% -$2.82K 0.16% 107
2019
Q2 		$419K Buy
4,793
+8
+0.2% +$700 0.16% 103
2019
Q1 		$416K Sell
4,785
-183
-4% -$15.1K 0.17% 101
2018
Q4 		$372K Buy
+4,968
New +$390K 0.17% 105

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

Ellis Investment Partners's IYR Position: Q2 2026 in Review

Ellis Investment Partners reduced its iShares US Real Estate ETF (IYR) stake by 3.5% in Q2 2026, selling an estimated $16.5K and leaving 4,510 shares worth $461K. The position accounts for 0.07% of the portfolio, ranked #179.

Ellis Investment Partners first reported a position in IYR in Q4 2018 and has held it in 31 quarters since. The position peaked at $509K in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Ellis Investment Partners held 4,510 shares of iShares US Real Estate ETF worth $461K as of Q2 2026.
  • Ellis Investment Partners sold 163 iShares US Real Estate ETF shares in Q2 2026, an estimated $16.5K.
  • iShares US Real Estate ETF made up 0.07% of Ellis Investment Partners's portfolio in Q2 2026, its #179 holding.
  • Ellis Investment Partners first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • Ellis Investment Partners's iShares US Real Estate ETF position peaked at $509K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Ellis Investment Partners's 13F filing for Q2 2026, filed 5 Aug 2026.