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North Star Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

North Star Investment Management’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
2025
Q4 		– Sell
-192
Closed -$18.6K – 1593
2025
Q3 		$18.6K Hold
192
– – ﹤0.01% 821
2025
Q2 		$18.2K Buy
+192
New +$17.9K ﹤0.01% 801
2018
Q1 		– Sell
-444
Closed -$36K – 1081
2017
Q4 		$36K Hold
444
– – ﹤0.01% 600
2017
Q3 		$35K Hold
444
– – ﹤0.01% 603
2017
Q2 		$35K Hold
444
– – ﹤0.01% 599
2017
Q1 		$35K Hold
444
– – ﹤0.01% 581
2016
Q4 		$34K Hold
444
– – 0.01% 550
2016
Q3 		$36K Buy
444
+188
+73% +$15.6K 0.01% 454
2016
Q2 		$21K Hold
256
– – ﹤0.01% 529
2016
Q1 		$20K Hold
256
– – ﹤0.01% 509
2015
Q4 		$19K Hold
256
– – ﹤0.01% 509
2015
Q3 		$18K Hold
256
– – ﹤0.01% 520
2015
Q2 		$18K Hold
256
– – ﹤0.01% 507
2015
Q1 		$20K Hold
256
– – ﹤0.01% 479
2014
Q4 		$20K Sell
256
-219
-46% -$16.4K ﹤0.01% 478
2014
Q3 		$33K Hold
475
– – 0.01% 409
2014
Q2 		$34K Buy
475
+219
+86% +$15.4K 0.01% 427
2014
Q1 		$17K Buy
+256
New +$17K ﹤0.01% 489

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

North Star Investment Management's IYR Position: Q4 2025 in Review

North Star Investment Management sold out of iShares US Real Estate ETF (IYR) in Q4 2025, closing a stake of 192 shares — an estimated $18.6K sold.

North Star Investment Management first reported a position in IYR in Q1 2014 and held it in 18 quarters. The position peaked at $36K in Q4 2017. 476 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

  • North Star Investment Management reported no remaining iShares US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • North Star Investment Management sold 192 iShares US Real Estate ETF shares in Q4 2025, an estimated $18.6K.
  • North Star Investment Management first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 18 quarters.
  • North Star Investment Management's iShares US Real Estate ETF position peaked at $36K in Q4 2017.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on North Star Investment Management's 13F filing for Q4 2025, filed 30 Jan 2026.