Gallagher Fiduciary Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Gallagher Fiduciary 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 Q2	$1.85M	Buy	18,073 +17,879	+9,216%	+$1.81M	0.06%	74
2026 Q1	$18.3K	Sell	194 -18,108	-99%	-$1.76M	﹤0.01%	338
2025 Q4	$1.72M	Buy	+18,302	New	+$1.74M	0.06%	70
2025 Q3	–	Sell	-173	Closed	-$16.4K	–	328
2025 Q2	$16.4K	Sell	173 -15,726	-99%	-$1.47M	﹤0.01%	326
2025 Q1	$1.52M	Buy	+15,899	New	+$1.51M	0.05%	69
2023 Q3	–	Sell	-3,771	Closed	-$326K	–	196
2023 Q2	$326K	Sell	3,771 -750	-17%	-$63K	0.02%	148
2023 Q1	$384K	Buy	+4,521	New	+$395K	0.03%	136

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

Gallagher Fiduciary Advisors's IYR Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares US Real Estate ETF (IYR) stake by 9,216% in Q2 2026, buying an estimated $1.81M and bringing the position to 18,073 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #74.

Gallagher Fiduciary Advisors first reported a position in IYR in Q1 2023 and has held it in 7 quarters since. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Gallagher Fiduciary Advisors held 18,073 shares of iShares US Real Estate ETF worth $1.85M as of Q2 2026.
Gallagher Fiduciary Advisors bought 17,879 iShares US Real Estate ETF shares in Q2 2026, an estimated $1.81M.
iShares US Real Estate ETF made up 0.06% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #74 holding.
Gallagher Fiduciary Advisors first reported a position in iShares US Real Estate ETF in Q1 2023 and has held it in 7 quarters since.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.