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 Q1	$18.3K	Buy	1,730,637 +1,712,335	+9,356%	+$166M	﹤0.01%	338
2025 Q4	$1.72M	Buy	+18,302	New	+$1.74M	0.06%	70
2025 Q3	–	Sell	-1,554,040	Closed	-$16.4K	–	328
2025 Q2	$16.4K	Buy	1,554,040 +1,538,141	+9,674%	+$144M	﹤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 $11.5B AUM 18.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gallagher Fiduciary Advisors's IYR Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its iShares US Real Estate ETF (IYR) stake by 9,356% in Q1 2026, buying an estimated $166M and bringing the position to 1,730,637 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Gallagher Fiduciary Advisors first reported a position in IYR in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.72M in Q4 2025. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Gallagher Fiduciary Advisors held 1,730,637 shares of iShares US Real Estate ETF worth $18.3K as of Q1 2026.
Gallagher Fiduciary Advisors bought 1,712,335 iShares US Real Estate ETF shares in Q1 2026, an estimated $166M.
iShares US Real Estate ETF made up ﹤0.01% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #338 holding.
Gallagher Fiduciary Advisors first reported a position in iShares US Real Estate ETF in Q1 2023 and has held it in 6 quarters since.
Gallagher Fiduciary Advisors's iShares US Real Estate ETF position peaked at $1.72M in Q4 2025.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.