Jain Global’s iShares US Real Estate ETF IYR Stock Holding History

Jain Global’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 Q1	$9.46M	Sell	100,000 -150,000	-60%	-$14.6M	0.04%	350
2025 Q4	$23.5M	Buy	+250,000	New	+$23.8M	0.11%	183
2025 Q3	–	Sell	-415,000	Closed	-$39.3M	–	1268
2025 Q2	$39.3M	Buy	415,000 +165,000	+66%	+$15.4M	0.31%	59
2025 Q1	$23.9M	Buy	+250,000	New	+$23.8M	0.29%	58

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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

Jain Global's IYR Position: Q4 2025 in Review

Jain Global sold out of iShares US Real Estate ETF (IYR) in Q4 2025, closing a stake of 128,767 shares — an estimated $12.3M sold.

Jain Global first reported a position in IYR in Q1 2025 and held it in 2 quarters. The position peaked at $12.5M in Q1 2025. 474 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

Jain Global reported no remaining iShares US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Jain Global sold 128,767 iShares US Real Estate ETF shares in Q4 2025, an estimated $12.3M.
Jain Global first reported a position in iShares US Real Estate ETF in Q1 2025 and held it in 2 quarters.
Jain Global's iShares US Real Estate ETF position peaked at $12.5M in Q1 2025.
474 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on Jain Global's 13F filing for Q4 2025, filed 17 Feb 2026.