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

Holocene 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
2026 Q2	–	Sell	-15,000	Closed	-$1.42M	–	910
2026 Q1	$1.42M	Buy	+15,000	New	+$1.46M	﹤0.01%	630
2025 Q4	–	Sell	-202,436	Closed	-$19.7M	–	817
2025 Q3	$19.7M	Buy	+202,436	New	+$19.5M	0.04%	264

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

Holocene Advisors's IYR Position: Q2 2026 in Review

Holocene Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 15,000 shares — an estimated $1.42M sold.

Holocene Advisors first reported a position in IYR in Q3 2025 and held it in 2 quarters. The position peaked at $19.7M in Q3 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Holocene Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Holocene Advisors sold 15,000 iShares US Real Estate ETF shares in Q2 2026, an estimated $1.42M.
Holocene Advisors first reported a position in iShares US Real Estate ETF in Q3 2025 and held it in 2 quarters.
Holocene Advisors's iShares US Real Estate ETF position peaked at $19.7M in Q3 2025.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.