Luminist Capital’s iShares US Real Estate ETF IYR Stock Holding History

Luminist Capital’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 Q3	$196	Sell	2 -123	-98%	-$12.6K	﹤0.01%	384
2026 Q2	$12.8K	Buy	+125	New	+$12.7K	0.01%	158
2026 Q1	–	Sell	-183	Closed	-$17.2K	–	191
2025 Q4	$17.2K	Sell	183 -109	-37%	-$10.4K	0.02%	105
2025 Q3	$28.4K	Sell	292 -309	-51%	-$29.7K	0.02%	136
2025 Q2	$57.4K	Sell	601 -54	-8%	-$5.04K	0.06%	76
2025 Q1	$62.8K	Sell	655 -31	-5%	-$2.95K	0.07%	59
2024 Q4	$63.9K	Buy	+686	New	+$67.6K	0.11%	53

Other funds holding IYR

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Luminist Capital's IYR Position: Q3 2026 in Review

Luminist Capital reduced its iShares US Real Estate ETF (IYR) stake by 98% in Q3 2026, selling an estimated $12.6K and leaving 2 shares worth $196. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Luminist Capital first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.9K in Q4 2024. 345 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

Luminist Capital held 2 shares of iShares US Real Estate ETF worth $196 as of Q3 2026.
Luminist Capital sold 123 iShares US Real Estate ETF shares in Q3 2026, an estimated $12.6K.
iShares US Real Estate ETF made up ﹤0.01% of Luminist Capital's portfolio in Q3 2026, its #384 holding.
Luminist Capital first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Luminist Capital's iShares US Real Estate ETF position peaked at $63.9K in Q4 2024.
345 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Luminist Capital's 13F filing for Q3 2026, filed 10 Nov 2026.