Envestnet Asset Management
BYRE icon

Envestnet Asset Management’s Principal Real Estate Active Opportunities ETF BYRE Stock Holding History

Envestnet Asset Management’s Portfolio BYRE Stock Details BYRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.4M Buy
638,252
+9,755
+2% +$263K ﹤0.01% 1544
2026
Q1 		$15.8M Buy
628,497
+64,119
+11% +$1.64M ﹤0.01% 1510
2025
Q4 		$13.8M Buy
564,378
+120,324
+27% +$2.99M ﹤0.01% 1483
2025
Q3 		$11.2M Buy
444,054
+129,727
+41% +$3.28M ﹤0.01% 1687
2025
Q2 		$7.99M Buy
314,327
+76,090
+32% +$1.91M ﹤0.01% 1888
2025
Q1 		$6.08M Buy
238,237
+15,746
+7% +$392K ﹤0.01% 1990
2024
Q4 		$5.46M Buy
222,491
+12,827
+6% +$331K ﹤0.01% 2042
2024
Q3 		$5.64M Buy
209,664
+9,246
+5% +$235K ﹤0.01% 2027
2024
Q2 		$4.69M Buy
200,418
+24,675
+14% +$558K ﹤0.01% 2060
2024
Q1 		$4.15M Buy
175,743
+20,545
+13% +$477K ﹤0.01% 2110
2023
Q4 		$3.74M Buy
155,198
+126,589
+442% +$2.77M ﹤0.01% 2083
2023
Q3 		$602K Buy
28,609
+3,542
+14% +$78.7K ﹤0.01% 3147
2023
Q2 		$569K Buy
25,067
+14,432
+136% +$324K ﹤0.01% 3133
2023
Q1 		$245K Buy
+10,635
New +$250K ﹤0.01% 3550

Other funds holding BYRE

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Envestnet Asset Management's BYRE Position: Q2 2026 in Review

Envestnet Asset Management increased its Principal Real Estate Active Opportunities ETF (BYRE) stake by 1.6% in Q2 2026, buying an estimated $263K and bringing the position to 638,252 shares worth $17.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Envestnet Asset Management first reported a position in BYRE in Q1 2023 and has held it in 14 quarters since. 5 funds tracked by Wall St. Rank hold BYRE as of Q2 2026.

  • Envestnet Asset Management held 638,252 shares of Principal Real Estate Active Opportunities ETF worth $17.4M as of Q2 2026.
  • Envestnet Asset Management bought 9,755 Principal Real Estate Active Opportunities ETF shares in Q2 2026, an estimated $263K.
  • Principal Real Estate Active Opportunities ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1544 holding.
  • Envestnet Asset Management first reported a position in Principal Real Estate Active Opportunities ETF in Q1 2023 and has held it in 14 quarters since.
  • 5 funds tracked by Wall St. Rank held Principal Real Estate Active Opportunities ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.