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J. Safra Sarasin Holding’s iShares US Real Estate ETF IYR Stock Holding History

J. Safra Sarasin Holding’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
Q2 		– Sell
-9,607
Closed -$920K – 519
2025
Q1 		$920K Sell
9,607
-7,000
-42% -$666K 0.02% 350
2024
Q4 		$1.55M Buy
16,607
+6,207
+60% +$612K 0.03% 260
2024
Q3 		$1.06M Hold
10,400
– – 0.02% 325
2024
Q2 		$912K Buy
+10,400
New +$892K 0.02% 355

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

J. Safra Sarasin Holding's IYR Position: Q2 2025 in Review

J. Safra Sarasin Holding sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 9,607 shares — an estimated $920K sold.

J. Safra Sarasin Holding first reported a position in IYR in Q2 2024 and held it in 4 quarters. The position peaked at $1.55M in Q4 2024. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

  • J. Safra Sarasin Holding reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • J. Safra Sarasin Holding sold 9,607 iShares US Real Estate ETF shares in Q2 2025, an estimated $920K.
  • J. Safra Sarasin Holding first reported a position in iShares US Real Estate ETF in Q2 2024 and held it in 4 quarters.
  • J. Safra Sarasin Holding's iShares US Real Estate ETF position peaked at $1.55M in Q4 2024.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2025, filed 21 Jul 2025.