KF
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Krilogy Financial’s iShares US Real Estate ETF IYR Stock Holding History

Krilogy Financial’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 		$624K Sell
6,102
-397
-6% -$40.3K 0.02% 558
2026
Q1 		$659K Buy
6,499
+3
+0% +$291 0.02% 493
2025
Q4 		$623K Buy
6,496
+11
+0.2% +$1.05K 0.02% 481
2025
Q3 		$615K Buy
+6,485
New +$624K 0.02% 461
2018
Q4 		– Sell
-594
Closed -$48K – 407
2018
Q3 		$48K Buy
+594
New +$48.4K 0.01% 319
2018
Q2 		– Sell
-608
Closed -$46K – 393
2018
Q1 		$46K Buy
608
+66
+12% +$5.01K 0.01% 337
2017
Q4 		$44K Buy
542
+6
+1% +$487 0.01% 343
2017
Q3 		$43K Buy
536
+9
+2% +$723 0.01% 361
2017
Q2 		$42K Buy
527
+44
+9% +$3.5K 0.01% 327
2017
Q1 		$37K Hold
483
– – 0.01% 331
2016
Q4 		$37K Buy
483
+61
+14% +$4.63K 0.01% 331
2016
Q3 		$34K Sell
422
-171
-29% -$14.2K 0.01% 363
2016
Q2 		$49K Buy
593
+104
+21% +$8.15K 0.02% 305
2016
Q1 		$38K Buy
+489
New +$35.5K 0.02% 300
2015
Q4 		– Sell
-50
Closed -$4K – 519
2015
Q3 		$4K Buy
+50
New +$3.64K ﹤0.01% 487

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

Krilogy Financial's IYR Position: Q2 2026 in Review

Krilogy Financial reduced its iShares US Real Estate ETF (IYR) stake by 6.1% in Q2 2026, selling an estimated $40.3K and leaving 6,102 shares worth $624K. The position accounts for 0.02% of the portfolio, ranked #558.

Krilogy Financial first reported a position in IYR in Q3 2015 and has held it in 15 quarters since. The position peaked at $659K in Q1 2026. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Krilogy Financial held 6,102 shares of iShares US Real Estate ETF worth $624K as of Q2 2026.
  • Krilogy Financial sold 397 iShares US Real Estate ETF shares in Q2 2026, an estimated $40.3K.
  • iShares US Real Estate ETF made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #558 holding.
  • Krilogy Financial first reported a position in iShares US Real Estate ETF in Q3 2015 and has held it in 15 quarters since.
  • Krilogy Financial's iShares US Real Estate ETF position peaked at $659K in Q1 2026.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.