Pinkerton Retirement Specialists’s iShares US Real Estate ETF IYR Stock Holding History

Pinkerton Retirement Specialists’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 Q3	–	Sell	-9,882	Closed	-$937K	–	149
2025 Q2	$937K	Buy	+9,882	New	+$922K	0.11%	104
2025 Q1	–	Sell	-370,278	Closed	-$34.5M	–	126
2024 Q4	$34.5M	Buy	370,278 +133,717	+57%	+$13.2M	5%	6
2024 Q3	$24.1M	Buy	+236,561	New	+$22.8M	3.5%	7
2022 Q2	–	Sell	-92,768	Closed	-$10M	–	102
2022 Q1	$10M	Sell	92,768 -45,398	-33%	-$4.79M	2.24%	12
2021 Q4	$16M	Buy	138,166 +32,121	+30%	+$3.52M	2.81%	10
2021 Q3	$10.9M	Buy	+106,045	New	+$11.3M	2.1%	12

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Pinkerton Retirement Specialists's IYR Position: Q3 2025 in Review

Pinkerton Retirement Specialists sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 9,882 shares — an estimated $937K sold.

Pinkerton Retirement Specialists first reported a position in IYR in Q3 2021 and held it in 6 quarters. The position peaked at $34.5M in Q4 2024. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

Pinkerton Retirement Specialists reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Pinkerton Retirement Specialists sold 9,882 iShares US Real Estate ETF shares in Q3 2025, an estimated $937K.
Pinkerton Retirement Specialists first reported a position in iShares US Real Estate ETF in Q3 2021 and held it in 6 quarters.
Pinkerton Retirement Specialists's iShares US Real Estate ETF position peaked at $34.5M in Q4 2024.
467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on Pinkerton Retirement Specialists's 13F filing for Q3 2025, filed 13 Nov 2025.