Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$70.8K Sell
749
-226
-23% -$22K ﹤0.01% 571
2025
Q4 		$91.5K Hold
975
– – ﹤0.01% 562
2025
Q3 		$94.6K Hold
975
– – ﹤0.01% 556
2025
Q2 		$92.4K Hold
975
– – ﹤0.01% 569
2025
Q1 		$93.4K Hold
975
– – ﹤0.01% 540
2024
Q4 		$90.8K Hold
975
– – ﹤0.01% 506
2024
Q3 		$99.4K Buy
975
+749
+331% +$72.1K ﹤0.01% 501
2024
Q2 		$19.8K Hold
226
– – ﹤0.01% 589
2024
Q1 		$20.3K Hold
226
– – ﹤0.01% 590
2023
Q4 		$20.6K Hold
226
– – ﹤0.01% 574
2023
Q3 		$17.7K Hold
226
– – ﹤0.01% 566
2023
Q2 		$19.6K Hold
226
– – ﹤0.01% 562
2023
Q1 		$19.2K Hold
226
– – ﹤0.01% 545
2022
Q4 		$19K Hold
226
– – ﹤0.01% 559
2022
Q3 		$18K Hold
226
– – ﹤0.01% 539
2022
Q2 		$21K Hold
226
– – ﹤0.01% 520
2022
Q1 		$24K Hold
226
– – ﹤0.01% 504
2021
Q4 		$26K Hold
226
– – ﹤0.01% 505
2021
Q3 		$23K Sell
226
-236
-51% -$25.1K ﹤0.01% 502
2021
Q2 		$47K Hold
462
– – ﹤0.01% 472
2021
Q1 		$42K Buy
462
+267
+137% +$23.4K ﹤0.01% 466
2020
Q4 		$17K Buy
+195
New +$16.2K ﹤0.01% 477
2017
Q1 		– Sell
-2,762
Closed -$213K – 341
2016
Q4 		$213K Buy
+2,762
New +$210K ﹤0.01% 328

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's IYR Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its iShares US Real Estate ETF (IYR) stake by 23% in Q1 2026, selling an estimated $22K and leaving 749 shares worth $70.8K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Kayne Anderson Rudnick Investment Management first reported a position in IYR in Q4 2016 and has held it in 23 quarters since. The position peaked at $213K in Q4 2016. 459 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 749 shares of iShares US Real Estate ETF worth $70.8K as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 226 iShares US Real Estate ETF shares in Q1 2026, an estimated $22K.
  • iShares US Real Estate ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #571 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in iShares US Real Estate ETF in Q4 2016 and has held it in 23 quarters since.
  • Kayne Anderson Rudnick Investment Management's iShares US Real Estate ETF position peaked at $213K in Q4 2016.
  • 459 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.