GLOBALT Investments’s iShares US Real Estate ETF IYR Stock Holding History

GLOBALT Investments’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	$801K	Sell	7,837 -408	-5%	-$41.4K	0.03%	155
2026 Q1	$780K	Sell	8,245 -117	-1%	-$11.4K	0.03%	155
2025 Q4	$785K	Sell	8,362 -174	-2%	-$16.6K	0.03%	148
2025 Q3	$829K	Sell	8,536 -473	-5%	-$45.5K	0.03%	148
2025 Q2	$854K	Sell	9,009 -1,037	-10%	-$96.8K	0.03%	155
2025 Q1	$962K	Sell	10,046 -1,060	-10%	-$101K	0.04%	143
2024 Q4	$1.03M	Sell	11,106 -338	-3%	-$33.3K	0.04%	144
2024 Q3	$1.17M	Sell	11,444 -298	-3%	-$28.7K	0.04%	140
2024 Q2	$1.03M	Sell	11,742 -1,262	-10%	-$108K	0.04%	142
2024 Q1	$1.17M	Sell	13,004 -757	-6%	-$66.9K	0.05%	139
2023 Q4	$1.26M	Buy	+13,761	New	+$1.13M	0.05%	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

GLOBALT Investments's IYR Position: Q2 2026 in Review

GLOBALT Investments reduced its iShares US Real Estate ETF (IYR) stake by 4.9% in Q2 2026, selling an estimated $41.4K and leaving 7,837 shares worth $801K. The position accounts for 0.03% of the portfolio, ranked #155.

GLOBALT Investments first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q4 2023. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

GLOBALT Investments held 7,837 shares of iShares US Real Estate ETF worth $801K as of Q2 2026.
GLOBALT Investments sold 408 iShares US Real Estate ETF shares in Q2 2026, an estimated $41.4K.
iShares US Real Estate ETF made up 0.03% of GLOBALT Investments's portfolio in Q2 2026, its #155 holding.
GLOBALT Investments first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's iShares US Real Estate ETF position peaked at $1.26M in Q4 2023.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.