Pathstone Holdings
IYR icon

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

Pathstone 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 		$23.4M Sell
228,908
-4,891
-2% -$496K 0.07% 188
2026
Q1 		$22.1M Sell
233,799
-2,921
-1% -$284K 0.09% 170
2025
Q4 		$22.2M Sell
236,720
-2,388
-1% -$228K 0.09% 163
2025
Q3 		$23.2M Buy
239,108
+808
+0.3% +$77.8K 0.09% 153
2025
Q2 		$22.6M Buy
238,300
+1,605
+0.7% +$150K 0.09% 151
2025
Q1 		$22.7M Sell
236,695
-9,647
-4% -$918K 0.1% 150
2024
Q4 		$22.9M Buy
246,342
+87
+0% +$8.57K 0.1% 143
2024
Q3 		$25.1M Sell
246,255
-2,348
-0.9% -$226K 0.11% 133
2024
Q2 		$21.8M Buy
248,603
+28,354
+13% +$2.43M 0.1% 143
2024
Q1 		$19.8M Sell
220,249
-2,543
-1% -$225K 0.09% 156
2023
Q4 		$20.4M Buy
+222,792
New +$18.2M 0.11% 130

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

Pathstone Holdings's IYR Position: Q2 2026 in Review

Pathstone Holdings reduced its iShares US Real Estate ETF (IYR) stake by 2.1% in Q2 2026, selling an estimated $496K and leaving 228,908 shares worth $23.4M. The position accounts for 0.07% of the portfolio, ranked #188.

Pathstone Holdings first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.1M in Q3 2024. 485 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Pathstone Holdings held 228,908 shares of iShares US Real Estate ETF worth $23.4M as of Q2 2026.
  • Pathstone Holdings sold 4,891 iShares US Real Estate ETF shares in Q2 2026, an estimated $496K.
  • iShares US Real Estate ETF made up 0.07% of Pathstone Holdings's portfolio in Q2 2026, its #188 holding.
  • Pathstone Holdings first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's iShares US Real Estate ETF position peaked at $25.1M in Q3 2024.
  • 485 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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