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

Pinnacle Financial Partners (Tennessee)’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
-6,096
Closed -$578K – 491
2025
Q2 		$578K Buy
6,096
+18
+0.3% +$1.68K 0.01% 316
2025
Q1 		$566K Buy
6,078
+21
+0.3% +$2K 0.01% 320
2024
Q4 		$617K Hold
6,057
– – 0.01% 309
2024
Q3 		$617K Sell
6,057
-1,107
-15% -$107K 0.01% 310
2024
Q2 		$644K Hold
7,164
– – 0.01% 302
2024
Q1 		$644K Sell
7,164
-213
-3% -$18.8K 0.01% 303
2023
Q4 		$674K Buy
7,377
+66
+0.9% +$5.4K 0.02% 285
2023
Q3 		$571K Sell
7,311
-4,184
-36% -$357K 0.01% 288
2023
Q2 		$995K Buy
11,495
+15
+0.1% +$1.26K 0.02% 244
2023
Q1 		$975K Sell
11,480
-918
-7% -$80.3K 0.03% 247
2022
Q4 		$1.04M Buy
12,398
+5,947
+92% +$499K 0.03% 240
2022
Q3 		$525K Buy
6,451
+3,504
+119% +$332K 0.02% 273
2022
Q2 		$271K Buy
2,947
+4
+0.1% +$399 0.01% 326
2022
Q1 		$318K Sell
2,943
-146
-5% -$15.4K 0.01% 314
2021
Q4 		$359K Buy
3,089
+11
+0.4% +$1.21K 0.01% 319
2021
Q3 		$315K Sell
3,078
-3,471
-53% -$369K 0.01% 312
2021
Q2 		$667K Sell
6,549
-633
-9% -$62.8K 0.03% 243
2021
Q1 		$640K Sell
7,182
-2,991
-29% -$262K 0.03% 234
2020
Q4 		$852K Buy
10,173
+580
+6% +$48.3K 0.04% 214
2020
Q3 		$766K Sell
9,593
-123
-1% -$9.93K 0.04% 209
2020
Q2 		$765K Sell
9,716
-15,496
-61% -$1.17M 0.04% 208
2020
Q1 		$1.75M Sell
25,212
-5,678
-18% -$503K 0.12% 153
2019
Q4 		$2.88M Sell
30,890
-768
-2% -$71.2K 0.18% 136
2019
Q3 		$2.96M Sell
31,658
-1,515
-5% -$138K 0.21% 130
2019
Q2 		$2.9M Sell
33,173
-15,544
-32% -$1.36M 0.22% 124
2019
Q1 		$4.24M Sell
48,717
-9,987
-17% -$826K 0.34% 91
2018
Q4 		$4.4M Buy
58,704
+5,831
+11% +$458K 0.42% 71
2018
Q3 		$4.23M Buy
52,873
+3,590
+7% +$293K 0.36% 85
2018
Q2 		$3.97M Buy
49,283
+94
+0.2% +$7.24K 0.38% 79
2018
Q1 		$3.71M Sell
49,189
-1,246
-2% -$94.5K 0.38% 79
2017
Q4 		$4.09M Buy
50,435
+2,695
+6% +$219K 0.43% 68
2017
Q3 		$3.81M Sell
47,740
-1,223
-2% -$98.2K 0.49% 63
2017
Q2 		$3.91M Buy
48,963
+3,869
+9% +$308K 0.55% 58
2017
Q1 		$3.54M Buy
45,094
+12,913
+40% +$1.01M 0.7% 48
2016
Q4 		$2.48M Buy
32,181
+6,882
+27% +$523K 0.54% 56
2016
Q3 		$2.1M Buy
25,299
+26
+0.1% +$2.15K 0.47% 63
2016
Q2 		$2.11M Buy
25,273
+9,201
+57% +$721K 0.48% 63
2016
Q1 		$1.25M Buy
16,072
+7,153
+80% +$519K 0.32% 92
2015
Q4 		$669K Sell
8,919
-1,105
-11% -$82.5K 0.21% 128
2015
Q3 		$712K Sell
10,024
-1,000
-9% -$72.9K 0.22% 116
2015
Q2 		$786K Sell
11,024
-4,675
-30% -$355K 0.25% 111
2015
Q1 		$1.25M Buy
15,699
+262
+2% +$21K 0.42% 78
2014
Q4 		$1.19M Buy
15,437
+1,277
+9% +$95.5K 0.41% 77
2014
Q3 		$980K Buy
14,160
+4,252
+43% +$308K 0.37% 83
2014
Q2 		$711K Buy
9,908
+755
+8% +$53.2K 0.28% 94
2014
Q1 		$619K Buy
9,153
+1,562
+21% +$104K 0.28% 98
2013
Q4 		$479K Sell
7,591
-5,293
-41% -$341K 0.22% 111
2013
Q3 		$822K Sell
12,884
-55
-0.4% -$3.59K 0.41% 73
2013
Q2 		$860K Buy
+12,939
New +$914K 0.45% 73

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s IYR Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 6,096 shares — an estimated $578K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in IYR in Q2 2013 and held it in 49 quarters. The position peaked at $4.4M in Q4 2018. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 6,096 iShares US Real Estate ETF shares in Q3 2025, an estimated $578K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 49 quarters.
  • Pinnacle Financial Partners (Tennessee)'s iShares US Real Estate ETF position peaked at $4.4M in Q4 2018.
  • 467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.