HM Payson & Co’s iShares US Real Estate ETF IYR Stock Holding History

HM Payson & Co’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
2025 Q3	–	Sell	-70	Closed	-$6.63K	–	1106
2025 Q2	$6.63K	Sell	70 -386	-85%	-$36K	﹤0.01%	866
2025 Q1	$43.7K	Hold	456	–	–	﹤0.01%	668
2024 Q4	$42.4K	Hold	456	–	–	﹤0.01%	668
2024 Q3	$46.5K	Hold	456	–	–	﹤0.01%	642
2024 Q2	$40K	Hold	456	–	–	﹤0.01%	637
2024 Q1	$41K	Hold	456	–	–	﹤0.01%	631
2023 Q4	$41.7K	Hold	456	–	–	﹤0.01%	628
2023 Q3	$35.6K	Hold	456	–	–	﹤0.01%	644
2023 Q2	$39.5K	Sell	456 -220	-33%	-$18.5K	﹤0.01%	624
2023 Q1	$57.4K	Hold	676	–	–	﹤0.01%	550
2022 Q4	$56.9K	Hold	676	–	–	﹤0.01%	540
2022 Q3	$55K	Sell	676 -454	-40%	-$43K	﹤0.01%	558
2022 Q2	$104K	Buy	1,130 +674	+148%	+$67.2K	﹤0.01%	467
2022 Q1	$49K	Hold	456	–	–	﹤0.01%	605
2021 Q4	$53K	Hold	456	–	–	﹤0.01%	595
2021 Q3	$47K	Hold	456	–	–	﹤0.01%	601
2021 Q2	$46K	Sell	456 -9	-2%	-$893	﹤0.01%	596
2021 Q1	$43K	Buy	465 +9	+2%	+$790	﹤0.01%	629
2020 Q4	$39K	Hold	456	–	–	﹤0.01%	645
2020 Q3	$36K	Hold	456	–	–	﹤0.01%	623
2020 Q2	$36K	Hold	456	–	–	﹤0.01%	566
2020 Q1	$32K	Hold	456	–	–	﹤0.01%	558
2019 Q4	$42K	Hold	456	–	–	﹤0.01%	613
2019 Q3	$43K	Hold	456	–	–	﹤0.01%	619
2019 Q2	$40K	Buy	+456	New	+$39.9K	﹤0.01%	637

Other funds holding IYR

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HM Payson & Co's IYR Position: Q3 2025 in Review

HM Payson & Co sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 70 shares — an estimated $6.63K sold.

HM Payson & Co first reported a position in IYR in Q2 2019 and held it in 25 quarters. The position peaked at $104K in Q2 2022. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

HM Payson & Co reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
HM Payson & Co sold 70 iShares US Real Estate ETF shares in Q3 2025, an estimated $6.63K.
HM Payson & Co first reported a position in iShares US Real Estate ETF in Q2 2019 and held it in 25 quarters.
HM Payson & Co's iShares US Real Estate ETF position peaked at $104K in Q2 2022.
467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on HM Payson & Co's 13F filing for Q3 2025, filed 17 Oct 2025.