Rockefeller Capital Management
IYR icon

Rockefeller Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Rockefeller Capital Management’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 		$11M Sell
107,391
-5,477
-5% -$556K 0.02% 696
2026
Q1 		$10.7M Buy
112,868
+24,086
+27% +$2.34M 0.02% 663
2025
Q4 		$8.34M Sell
88,782
-14,034
-14% -$1.34M 0.02% 722
2025
Q3 		$9.98M Buy
102,816
+10,829
+12% +$1.04M 0.02% 627
2025
Q2 		$8.72M Sell
91,987
-4,390
-5% -$410K 0.02% 648
2025
Q1 		$9.23M Sell
96,377
-17,501
-15% -$1.66M 0.02% 592
2024
Q4 		$10.6M Sell
113,878
-611
-0.5% -$60.2K 0.03% 537
2024
Q3 		$11.7M Buy
114,489
+8,641
+8% +$832K 0.03% 500
2024
Q2 		$9.29M Sell
105,848
-4,545
-4% -$390K 0.03% 536
2024
Q1 		$9.92M Buy
110,393
+2,046
+2% +$181K 0.03% 508
2023
Q4 		$9.9M Buy
108,347
+1,823
+2% +$149K 0.03% 461
2023
Q3 		$8.33M Buy
106,524
+9,424
+10% +$803K 0.03% 469
2023
Q2 		$8.28M Buy
97,100
+8,457
+10% +$710K 0.03% 485
2023
Q1 		$7.53M Buy
88,643
+12,366
+16% +$1.08M 0.03% 484
2022
Q4 		$6.42M Buy
76,277
+14,065
+23% +$1.18M 0.03% 476
2022
Q3 		$5.07M Buy
62,212
+23,510
+61% +$2.23M 0.03% 529
2022
Q2 		$3.56M Buy
38,702
+1,800
+5% +$179K 0.02% 601
2022
Q1 		$3.99M Buy
36,902
+46
+0.1% +$4.86K 0.02% 595
2021
Q4 		$4.28M Buy
36,856
+132
+0.4% +$14.5K 0.02% 585
2021
Q3 		$3.76M Sell
36,724
-335
-0.9% -$35.6K 0.02% 562
2021
Q2 		$3.78M Buy
37,059
+1,336
+4% +$133K 0.02% 527
2021
Q1 		$3.28M Sell
35,723
-1,236
-3% -$108K 0.02% 450
2020
Q4 		$3.16M Buy
36,959
+900
+2% +$74.9K 0.02% 402
2020
Q3 		$2.88M Buy
36,059
+24,934
+224% +$2.01M 0.03% 354
2020
Q2 		$877K Sell
11,125
-18,746
-63% -$1.42M 0.01% 570
2020
Q1 		$2.08M Buy
29,871
+351
+1% +$31.1K 0.03% 331
2019
Q4 		$2.75M Buy
29,520
+226
+0.8% +$21K 0.03% 292
2019
Q3 		$2.74M Buy
29,294
+13,863
+90% +$1.26M 0.04% 250
2019
Q2 		$1.35M Buy
15,431
+166
+1% +$14.5K 0.02% 310
2019
Q1 		$1.33M Buy
15,265
+2,675
+21% +$221K 0.02% 329
2018
Q4 		$943K Buy
+12,590
New +$989K 0.02% 259

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

Rockefeller Capital Management's IYR Position: Q2 2026 in Review

Rockefeller Capital Management reduced its iShares US Real Estate ETF (IYR) stake by 4.9% in Q2 2026, selling an estimated $556K and leaving 107,391 shares worth $11M. The position accounts for 0.02% of the portfolio, ranked #696.

Rockefeller Capital Management first reported a position in IYR in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.7M in Q3 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Rockefeller Capital Management held 107,391 shares of iShares US Real Estate ETF worth $11M as of Q2 2026.
  • Rockefeller Capital Management sold 5,477 iShares US Real Estate ETF shares in Q2 2026, an estimated $556K.
  • iShares US Real Estate ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #696 holding.
  • Rockefeller Capital Management first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • Rockefeller Capital Management's iShares US Real Estate ETF position peaked at $11.7M in Q3 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.