Global Endowment Management’s iShares US Real Estate ETF IYR Stock Holding History

Global Endowment Management’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	$19.3M	Buy	204,000 +45,060	+28%	+$4.38M	2.15%	11
2025 Q4	$14.9M	Buy	158,940 +22,860	+17%	+$2.18M	1.86%	15
2025 Q3	$13.2M	Buy	136,080 +42,200	+45%	+$4.06M	1.65%	16
2025 Q2	$8.9M	Buy	93,880 +25,000	+36%	+$2.33M	1.18%	16
2025 Q1	$6.6M	Buy	68,880 +27,000	+64%	+$2.57M	0.86%	22
2024 Q4	$3.9M	Hold	41,880	–	–	0.5%	26
2024 Q3	$4.27M	Sell	41,880 -18,970	-31%	-$1.83M	0.43%	33
2024 Q2	$5.34M	Sell	60,850 -2,150	-3%	-$184K	0.57%	29
2024 Q1	$5.66M	Buy	63,000 +58,700	+1,365%	+$5.19M	0.59%	24
2023 Q4	$393K	Buy	+4,300	New	+$352K	0.04%	115

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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

Global Endowment Management's IYR Position: Q1 2026 in Review

Global Endowment Management increased its iShares US Real Estate ETF (IYR) stake by 28% in Q1 2026, buying an estimated $4.38M and bringing the position to 204,000 shares worth $19.3M. The position accounts for 2.15% of the portfolio, ranked #11.

Global Endowment Management first reported a position in IYR in Q4 2023 and has held it in 10 quarters since. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Global Endowment Management held 204,000 shares of iShares US Real Estate ETF worth $19.3M as of Q1 2026.
Global Endowment Management bought 45,060 iShares US Real Estate ETF shares in Q1 2026, an estimated $4.38M.
iShares US Real Estate ETF made up 2.15% of Global Endowment Management's portfolio in Q1 2026, its #11 holding.
Global Endowment Management first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Global Endowment Management's 13F filing for Q1 2026, filed 14 May 2026.