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

HighTower 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
2023 Q2	–	Sell	-2,500	Closed	-$2.8K	–	3557
2023 Q1	$2.8K	Buy	+2,500	New	+$219K	﹤0.01%	3275
2021 Q4	–	Sell	-2,100	Closed	-$5K	–	3383
2021 Q3	$5K	Buy	+2,100	New	+$223K	﹤0.01%	3058
2019 Q4	–	Sell	-6,000	Closed	-$5K	–	2461
2019 Q3	$5K	Buy	+6,000	New	+$546K	﹤0.01%	2338
2018 Q3	–	Sell	-6,500	Closed	-$6K	–	2356
2018 Q2	$6K	Buy	+6,500	New	+$501K	﹤0.01%	2169

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

HighTower Advisors's IYR Position: Q1 2026 in Review

HighTower Advisors increased its iShares US Real Estate ETF (IYR) stake by 20% in Q1 2026, buying an estimated $755K and bringing the position to 47,576 shares worth $4.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

HighTower Advisors first reported a position in IYR in Q3 2013 and has held it in 50 quarters since. The position peaked at $21.7M in Q4 2021. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

HighTower Advisors held 47,576 shares of iShares US Real Estate ETF worth $4.5M as of Q1 2026.
HighTower Advisors bought 7,771 iShares US Real Estate ETF shares in Q1 2026, an estimated $755K.
iShares US Real Estate ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1257 holding.
HighTower Advisors first reported a position in iShares US Real Estate ETF in Q3 2013 and has held it in 50 quarters since.
HighTower Advisors's iShares US Real Estate ETF position peaked at $21.7M in Q4 2021.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.