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Rock Point Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Rock Point Advisors’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 		$326K Sell
3,185
-125
-4% -$12.7K 0.08% 94
2026
Q1 		$313K Sell
3,310
-130
-4% -$12.6K 0.08% 89
2025
Q4 		$323K Sell
3,440
-455
-12% -$43.4K 0.08% 90
2025
Q3 		$378K Sell
3,895
-740
-16% -$71.2K 0.1% 82
2025
Q2 		$439K Sell
4,635
-870
-16% -$81.2K 0.12% 76
2025
Q1 		$527K Sell
5,505
-60
-1% -$5.71K 0.16% 71
2024
Q4 		$518K Buy
+5,565
New +$548K 0.15% 64

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

Rock Point Advisors's IYR Position: Q2 2026 in Review

Rock Point Advisors reduced its iShares US Real Estate ETF (IYR) stake by 3.8% in Q2 2026, selling an estimated $12.7K and leaving 3,185 shares worth $326K. The position accounts for 0.08% of the portfolio, ranked #94.

Rock Point Advisors first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. The position peaked at $527K in Q1 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Rock Point Advisors held 3,185 shares of iShares US Real Estate ETF worth $326K as of Q2 2026.
  • Rock Point Advisors sold 125 iShares US Real Estate ETF shares in Q2 2026, an estimated $12.7K.
  • iShares US Real Estate ETF made up 0.08% of Rock Point Advisors's portfolio in Q2 2026, its #94 holding.
  • Rock Point Advisors first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Rock Point Advisors's iShares US Real Estate ETF position peaked at $527K in Q1 2025.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Rock Point Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.