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 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 $416B AUM 33.63% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Luminist Capital's IYR Position: Q1 2026 in Review

Luminist Capital sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 183 shares — an estimated $17.2K sold.

Luminist Capital first reported a position in IYR in Q4 2024 and held it in 5 quarters. The position peaked at $63.9K in Q4 2024. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Luminist Capital reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Luminist Capital sold 183 iShares US Real Estate ETF shares in Q1 2026, an estimated $17.2K.
Luminist Capital first reported a position in iShares US Real Estate ETF in Q4 2024 and held it in 5 quarters.
Luminist Capital's iShares US Real Estate ETF position peaked at $63.9K in Q4 2024.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.