GEM
IYR icon

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
Q2 		$20.9M Hold
204,000
– – 2.11% 10
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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

Global Endowment Management's IYR Position: Q2 2026 in Review

Global Endowment Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 204,000 shares worth $20.9M. The position accounts for 2.11% of the portfolio, ranked #10.

Global Endowment Management first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Global Endowment Management held 204,000 shares of iShares US Real Estate ETF worth $20.9M as of Q2 2026.
  • Global Endowment Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 2.11% of Global Endowment Management's portfolio in Q2 2026, its #10 holding.
  • Global Endowment Management first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Global Endowment Management's 13F filing for Q2 2026, filed 14 Aug 2026.