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Naviter Wealth’s iShares US Real Estate ETF IYR Stock Holding History

Naviter Wealth’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 		$4.38M Buy
42,882
+16,688
+64% +$1.69M 0.4% 55
2026
Q1 		$2.48M Buy
26,194
+30
+0.1% +$2.91K 0.31% 77
2025
Q4 		$2.46M Sell
26,164
-10,877
-29% -$1.04M 0.32% 74
2025
Q3 		$3.6M Buy
37,041
+6
+0% +$577 0.42% 58
2025
Q2 		$3.51M Buy
37,035
+16,700
+82% +$1.56M 0.43% 52
2025
Q1 		$1.93M Hold
20,335
– – 0.23% 118
2024
Q4 		$1.89M Buy
20,335
+13,883
+215% +$1.37M 0.23% 116
2024
Q3 		$657K Buy
6,452
+3,785
+142% +$365K 0.09% 179
2024
Q2 		$234K Sell
2,667
-35
-1% -$3K 0.03% 208
2024
Q1 		$243K Buy
2,702
+79
+3% +$6.99K 0.04% 205
2023
Q4 		$240K Buy
+2,623
New +$215K 0.05% 198
2023
Q3 		– Sell
-2,475
Closed -$214K – 231
2023
Q2 		$214K Sell
2,475
-5,375
-68% -$451K 0.05% 210
2023
Q1 		$666K Sell
7,850
-81,941
-91% -$7.17M 0.23% 122
2022
Q4 		$8.09M Buy
89,791
+73,912
+465% +$6.21M 2.22% 11
2022
Q3 		$1.29M Sell
15,879
-18,853
-54% -$1.78M 0.53% 35
2022
Q2 		$3.19M Sell
34,732
-22,224
-39% -$2.22M 1.31% 12
2022
Q1 		$6.16M Buy
56,956
+6,084
+12% +$642K 2.06% 10
2021
Q4 		$5.91M Buy
+50,872
New +$5.57M 1.77% 12

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

Naviter Wealth's IYR Position: Q2 2026 in Review

Naviter Wealth increased its iShares US Real Estate ETF (IYR) stake by 64% in Q2 2026, buying an estimated $1.69M and bringing the position to 42,882 shares worth $4.38M. The position accounts for 0.4% of the portfolio, ranked #55.

Naviter Wealth first reported a position in IYR in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.09M in Q4 2022. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Naviter Wealth held 42,882 shares of iShares US Real Estate ETF worth $4.38M as of Q2 2026.
  • Naviter Wealth bought 16,688 iShares US Real Estate ETF shares in Q2 2026, an estimated $1.69M.
  • iShares US Real Estate ETF made up 0.4% of Naviter Wealth's portfolio in Q2 2026, its #55 holding.
  • Naviter Wealth first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • Naviter Wealth's iShares US Real Estate ETF position peaked at $8.09M in Q4 2022.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.