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Pinnacle Financial Partners (Georgia)’s iShares US Real Estate ETF IYR Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$997K Sell
9,751
-135
-1% -$13.7K 0.01% 650
2026
Q1 		$935K Buy
9,886
+93
+0.9% +$9.03K 0.01% 628
2025
Q4 		$920K Buy
+9,793
New +$933K 0.01% 626

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

Pinnacle Financial Partners (Georgia)'s IYR Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its iShares US Real Estate ETF (IYR) stake by 1.4% in Q2 2026, selling an estimated $13.7K and leaving 9,751 shares worth $997K. The position accounts for 0.01% of the portfolio, ranked #650.

Pinnacle Financial Partners (Georgia) first reported a position in IYR in Q4 2025 and has held it in 3 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 9,751 shares of iShares US Real Estate ETF worth $997K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 135 iShares US Real Estate ETF shares in Q2 2026, an estimated $13.7K.
  • iShares US Real Estate ETF made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #650 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in iShares US Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.