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 $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

HighTower Advisors's IYR Position: Q2 2026 in Review

HighTower Advisors reduced its iShares US Real Estate ETF (IYR) stake by 7.3% in Q2 2026, selling an estimated $352K and leaving 44,102 shares worth $4.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

HighTower Advisors first reported a position in IYR in Q3 2013 and has held it in 51 quarters since. The position peaked at $21.7M in Q4 2021. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

HighTower Advisors held 44,102 shares of iShares US Real Estate ETF worth $4.51M as of Q2 2026.
HighTower Advisors sold 3,474 iShares US Real Estate ETF shares in Q2 2026, an estimated $352K.
iShares US Real Estate ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1307 holding.
HighTower Advisors first reported a position in iShares US Real Estate ETF in Q3 2013 and has held it in 51 quarters since.
HighTower Advisors's iShares US Real Estate ETF position peaked at $21.7M in Q4 2021.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.