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Keel Point’s iShares US Real Estate ETF IYR Stock Holding History

Keel Point’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 		$1.12M Buy
11,810
+4,271
+57% +$415K 0.07% 152
2025
Q4 		$708K Sell
7,539
-34
-0.4% -$3.24K 0.04% 236
2025
Q3 		$735K Sell
7,573
-167
-2% -$16.1K 0.05% 229
2025
Q2 		$734K Buy
7,740
+1,193
+18% +$111K 0.05% 226
2025
Q1 		$627K Buy
6,547
+43
+0.7% +$4.09K 0.05% 205
2024
Q4 		$605K Hold
6,504
– – 0.05% 200
2024
Q3 		$663K Buy
6,504
+2
+0% +$193 0.06% 189
2024
Q2 		$621K Buy
6,502
+45
+0.7% +$3.86K 0.06% 196
2024
Q1 		$580K Sell
6,457
-91
-1% -$8.05K 0.06% 172
2023
Q4 		$599K Sell
6,548
-3,341
-34% -$274K 0.07% 156
2023
Q3 		$773K Hold
9,889
– – 0.11% 125
2023
Q2 		$856K Sell
9,889
-14,657
-60% -$1.23M 0.11% 118
2023
Q1 		$2.08M Hold
24,546
– – 0.3% 67
2022
Q4 		$2.07M Hold
24,546
– – 0.32% 67
2022
Q3 		$2M Hold
24,546
– – 0.34% 61
2022
Q2 		$2.49M Sell
24,546
-3,604
-13% -$359K 0.39% 58
2022
Q1 		$3.05M Buy
28,150
+6,260
+29% +$661K 0.46% 55
2021
Q4 		$2.54M Buy
21,890
+1,341
+7% +$147K 0.29% 63
2021
Q3 		$2.1M Sell
20,549
-7,963
-28% -$847K 0.27% 72
2021
Q2 		$2.91M Buy
28,512
+19,450
+215% +$1.93M 0.32% 69
2021
Q1 		$833K Buy
9,062
+362
+4% +$31.8K 0.08% 130
2020
Q4 		$745K Buy
8,700
+711
+9% +$59.2K 0.07% 129
2020
Q3 		$638K Buy
7,989
+3,962
+98% +$320K 0.06% 119
2020
Q2 		$317K Sell
4,027
-14,459
-78% -$1.1M 0.03% 155
2020
Q1 		$1.29M Sell
18,486
-3,050
-14% -$270K 0.17% 65
2019
Q4 		$2M Buy
21,536
+242
+1% +$22.4K 0.22% 49
2019
Q3 		$1.99M Sell
21,294
-32,972
-61% -$3M 0.24% 46
2019
Q2 		$4.74M Sell
54,266
-46,029
-46% -$4.03M 0.54% 34
2019
Q1 		$8.73M Sell
100,295
-11,877
-11% -$982K 1.01% 20
2018
Q4 		$8.41M Buy
+112,172
New +$8.81M 1.14% 18

Other funds holding IYR

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

Keel Point's IYR Position: Q1 2026 in Review

Keel Point increased its iShares US Real Estate ETF (IYR) stake by 57% in Q1 2026, buying an estimated $415K and bringing the position to 11,810 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #152.

Keel Point first reported a position in IYR in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.73M in Q1 2019. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Keel Point held 11,810 shares of iShares US Real Estate ETF worth $1.12M as of Q1 2026.
  • Keel Point bought 4,271 iShares US Real Estate ETF shares in Q1 2026, an estimated $415K.
  • iShares US Real Estate ETF made up 0.07% of Keel Point's portfolio in Q1 2026, its #152 holding.
  • Keel Point first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 30 quarters since.
  • Keel Point's iShares US Real Estate ETF position peaked at $8.73M in Q1 2019.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.