Osaic Holdings
IYR icon

Osaic Holdings’s iShares US Real Estate ETF IYR Stock Holding History

Osaic Holdings’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 		$5.34M Buy
52,198
+12,040
+30% +$1.22M 0.01% 1479
2026
Q1 		$3.8M Sell
40,158
-199
-0.5% -$19.3K 0.01% 1545
2025
Q4 		$3.79M Sell
40,357
-14,669
-27% -$1.4M 0.01% 1589
2025
Q3 		$5.35M Sell
55,026
-30,590
-36% -$2.94M 0.01% 1421
2025
Q2 		$8.12M Buy
85,616
+35,463
+71% +$3.31M 0.01% 953
2025
Q1 		$4.8M Sell
50,153
-35,940
-42% -$3.42M 0.01% 1067
2024
Q4 		$8.02M Buy
86,093
+29,814
+53% +$2.94M 0.02% 780
2024
Q3 		$5.73M Buy
56,279
+12,584
+29% +$1.21M 0.01% 955
2024
Q2 		$3.83M Sell
43,695
-5,368
-11% -$460K 0.01% 1180
2024
Q1 		$4.41M Sell
49,063
-11,805
-19% -$1.04M 0.01% 1119
2023
Q4 		$5.55M Sell
60,868
-17,834
-23% -$1.46M 0.01% 1124
2023
Q3 		$6.15M Buy
78,702
+9,594
+14% +$818K 0.01% 1182
2023
Q2 		$5.98M Sell
69,108
-7,506
-10% -$630K 0.01% 1051
2023
Q1 		$6.51M Sell
76,614
-16,039
-17% -$1.4M 0.01% 984
2022
Q4 		$7.8M Sell
92,653
-3,652
-4% -$307K 0.02% 847
2022
Q3 		$7.84M Sell
96,305
-16,376
-15% -$1.55M 0.02% 772
2022
Q2 		$10.4M Sell
112,681
-47,838
-30% -$4.77M 0.02% 648
2022
Q1 		$17.1M Sell
160,519
-124,264
-44% -$13.1M 0.03% 497
2021
Q4 		$33.1M Buy
284,783
+62,131
+28% +$6.81M 0.06% 291
2021
Q3 		$22.8M Buy
222,652
+80,337
+56% +$8.55M 0.05% 364
2021
Q2 		$14.5M Buy
142,315
+69,261
+95% +$6.88M 0.03% 489
2021
Q1 		$6.72M Sell
73,054
-682
-0.9% -$59.8K 0.02% 795
2020
Q4 		$6.32M Sell
73,736
-3,539
-5% -$295K 0.02% 727
2020
Q3 		$6.17M Sell
77,275
-132
-0.2% -$10.7K 0.02% 658
2020
Q2 		$6.1M Sell
77,407
-161,904
-68% -$12.3M 0.02% 608
2020
Q1 		$6.91M Buy
+239,311
New +$21.2M 0.03% 493

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

Osaic Holdings's IYR Position: Q2 2026 in Review

Osaic Holdings increased its iShares US Real Estate ETF (IYR) stake by 30% in Q2 2026, buying an estimated $1.22M and bringing the position to 52,198 shares worth $5.34M. The position accounts for 0.01% of the portfolio, ranked #1479.

Osaic Holdings first reported a position in IYR in Q1 2020 and has held it in 26 quarters since. The position peaked at $33.1M in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Osaic Holdings held 52,198 shares of iShares US Real Estate ETF worth $5.34M as of Q2 2026.
  • Osaic Holdings bought 12,040 iShares US Real Estate ETF shares in Q2 2026, an estimated $1.22M.
  • iShares US Real Estate ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1479 holding.
  • Osaic Holdings first reported a position in iShares US Real Estate ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's iShares US Real Estate ETF position peaked at $33.1M in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.