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 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Luminist Capital's IYR Position: Q2 2026 in Review

Luminist Capital opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 125 shares worth $12.8K. The stake represents 0.01% of the portfolio and ranks #158 among its holdings. This is a return to the name: Luminist Capital previously reported a position in IYR as recently as Q4 2025.

Luminist Capital first reported a position in IYR in Q4 2024 and has held it in 6 quarters since. The position peaked at $63.9K in Q4 2024. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Luminist Capital held 125 shares of iShares US Real Estate ETF worth $12.8K as of Q2 2026.
iShares US Real Estate ETF was a new Luminist Capital position in Q2 2026.
iShares US Real Estate ETF made up 0.01% of Luminist Capital's portfolio in Q2 2026, its #158 holding.
Luminist Capital first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
Luminist Capital's iShares US Real Estate ETF position peaked at $63.9K in Q4 2024.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.