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NEPC LLC’s iShares US Real Estate ETF IYR Stock Holding History

NEPC LLC’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 		$2.11M Buy
22,318
+571
+3% +$55.5K 0.04% 41
2025
Q4 		$2.04M Buy
21,747
+194
+0.9% +$18.5K 0.04% 42
2025
Q3 		$2.09M Buy
21,553
+262
+1% +$25.2K 0.06% 43
2025
Q2 		$2.02M Buy
21,291
+15
+0.1% +$1.4K 0.05% 43
2025
Q1 		$2.04M Hold
21,276
– – 0.06% 40
2024
Q4 		$1.98M Buy
21,276
+544
+3% +$53.6K 0.05% 38
2024
Q3 		$2.11M Hold
20,732
– – 0.06% 37
2024
Q2 		$1.82M Sell
20,732
-1,830
-8% -$157K 0.06% 38
2024
Q1 		$2.03M Hold
22,562
– – 0.07% 33
2023
Q4 		$2.06M Hold
22,562
– – 0.11% 32
2023
Q3 		$1.76M Hold
22,562
– – 0.11% 34
2023
Q2 		$1.95M Hold
22,562
– – 0.23% 16
2023
Q1 		$1.92M Hold
22,562
– – 0.58% 13
2022
Q4 		$1.9M Sell
22,562
-123
-0.5% -$10.3K 0.45% 15
2022
Q3 		$1.85M Hold
22,685
– – 0.25% 15
2022
Q2 		$2.09M Hold
22,685
– – 0.3% 15
2022
Q1 		$2.45M Hold
22,685
– – 1.66% 14
2021
Q4 		$2.63M Sell
22,685
-1,140
-5% -$125K 1.49% 19
2021
Q3 		$2.44M Hold
23,825
– – 0.72% 32
2021
Q2 		$2.43M Hold
23,825
– – 0.34% 44
2021
Q1 		$2.19M Hold
23,825
– – 0.82% 25
2020
Q4 		$2.04M Hold
23,825
– – 1.17% 18
2020
Q3 		$1.9M Hold
23,825
– – 1.33% 16
2020
Q2 		$1.88M Hold
23,825
– – 1.12% 16
2020
Q1 		$1.66M Hold
23,825
– – 0.91% 21
2019
Q4 		$2.22M Buy
+23,825
New +$2.21M 1.13% 16

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 $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NEPC LLC's IYR Position: Q1 2026 in Review

NEPC LLC increased its iShares US Real Estate ETF (IYR) stake by 2.6% in Q1 2026, buying an estimated $55.5K and bringing the position to 22,318 shares worth $2.11M. The position accounts for 0.04% of the portfolio, ranked #41.

NEPC LLC first reported a position in IYR in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.63M in Q4 2021. 459 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • NEPC LLC held 22,318 shares of iShares US Real Estate ETF worth $2.11M as of Q1 2026.
  • NEPC LLC bought 571 iShares US Real Estate ETF shares in Q1 2026, an estimated $55.5K.
  • iShares US Real Estate ETF made up 0.04% of NEPC LLC's portfolio in Q1 2026, its #41 holding.
  • NEPC LLC first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • NEPC LLC's iShares US Real Estate ETF position peaked at $2.63M in Q4 2021.
  • 459 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on NEPC LLC's 13F filing for Q1 2026, filed 15 May 2026.