Kovitz Investment Group Partners
IYR icon

Kovitz Investment Group Partners’s iShares US Real Estate ETF IYR Stock Holding History

Kovitz Investment Group Partners’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 		$3.68M Buy
+35,975
New +$3.65M 0.08% 153
2025
Q4 		– Sell
-98,299
Closed -$9.54M – 901
2025
Q3 		$9.54M Buy
98,299
+2,972
+3% +$286K 0.04% 340
2025
Q2 		$9.03M Sell
95,327
-55,245
-37% -$5.15M 0.04% 328
2025
Q1 		$14.4M Buy
150,572
+84,493
+128% +$8.04M 0.07% 214
2024
Q4 		$6.15M Sell
66,079
-91,293
-58% -$9M 0.03% 362
2024
Q3 		$15.9M Buy
157,372
+100,711
+178% +$9.7M 0.11% 161
2024
Q2 		$4.99M Buy
+56,661
New +$4.86M 0.04% 289

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 $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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

Kovitz Investment Group Partners's IYR Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 35,975 shares worth $3.68M. The stake represents 0.08% of the portfolio and ranks #153 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in IYR as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in IYR in Q2 2024 and has held it in 7 quarters since. The position peaked at $15.9M in Q3 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Kovitz Investment Group Partners held 35,975 shares of iShares US Real Estate ETF worth $3.68M as of Q2 2026.
  • iShares US Real Estate ETF was a new Kovitz Investment Group Partners position in Q2 2026.
  • iShares US Real Estate ETF made up 0.08% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #153 holding.
  • Kovitz Investment Group Partners first reported a position in iShares US Real Estate ETF in Q2 2024 and has held it in 7 quarters since.
  • Kovitz Investment Group Partners's iShares US Real Estate ETF position peaked at $15.9M in Q3 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.