EFG
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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
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B 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 $74B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $564B 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