Embree Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Embree Financial Group’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	$1.52M	Sell	14,876 -593	-4%	-$60.2K	0.15%	91
2026 Q1	$1.46M	Sell	15,469 -1,048	-6%	-$102K	0.17%	94
2025 Q4	$1.55M	Sell	16,517 -1,914	-10%	-$182K	0.19%	88
2025 Q3	$1.79M	Sell	18,431 -3,109	-14%	-$299K	0.24%	73
2025 Q2	$2.04M	Sell	21,540 -2,706	-11%	-$252K	0.31%	61
2025 Q1	$2.32M	Sell	24,246 -3,637	-13%	-$346K	0.39%	53
2024 Q4	$2.59M	Buy	27,883 +732	+3%	+$72.1K	0.44%	47
2024 Q3	$2.77M	Buy	27,151 +601	+2%	+$57.9K	0.49%	43
2024 Q2	$2.33M	Buy	26,550 +56	+0.2%	+$4.8K	0.45%	50
2024 Q1	$2.38M	Sell	26,494 -5,682	-18%	-$502K	0.47%	49
2023 Q4	$2.94M	Buy	+32,176	New	+$2.63M	0.62%	42

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Embree Financial Group's IYR Position: Q2 2026 in Review

Embree Financial Group reduced its iShares US Real Estate ETF (IYR) stake by 3.8% in Q2 2026, selling an estimated $60.2K and leaving 14,876 shares worth $1.52M. The position accounts for 0.15% of the portfolio, ranked #91.

Embree Financial Group first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.94M in Q4 2023. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Embree Financial Group held 14,876 shares of iShares US Real Estate ETF worth $1.52M as of Q2 2026.
Embree Financial Group sold 593 iShares US Real Estate ETF shares in Q2 2026, an estimated $60.2K.
iShares US Real Estate ETF made up 0.15% of Embree Financial Group's portfolio in Q2 2026, its #91 holding.
Embree Financial Group first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Embree Financial Group's iShares US Real Estate ETF position peaked at $2.94M in Q4 2023.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.