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

Running Point Capital 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
2025
Q4 		$3.68M Sell
39,223
-12,068
-24% -$1.15M 1% 23
2025
Q3 		$4.98M Buy
51,291
+1,755
+4% +$169K 1.33% 18
2025
Q2 		$4.69M Sell
49,536
-4,591
-8% -$428K 1.3% 18
2025
Q1 		$5.18M Sell
54,127
-3,312
-6% -$315K 1.64% 16
2024
Q4 		$5.35M Buy
57,439
+1,541
+3% +$152K 1.83% 16
2024
Q3 		$5.69M Sell
55,898
-515
-0.9% -$49.6K 2.2% 13
2024
Q2 		$4.95M Buy
56,413
+1,813
+3% +$156K 2.05% 13
2024
Q1 		$4.91M Buy
54,600
+66
+0.1% +$5.83K 2.2% 13
2023
Q4 		$4.98M Buy
54,534
+16,820
+45% +$1.38M 2.43% 12
2023
Q3 		$2.95M Buy
37,714
+1,073
+3% +$91.5K 1.71% 16
2023
Q2 		$3.17M Buy
36,641
+955
+3% +$80.2K 1.78% 15
2023
Q1 		$3.03M Buy
35,686
+608
+2% +$53.2K 1.84% 13
2022
Q4 		$2.95M Sell
35,078
-2,267
-6% -$190K 1.81% 13
2022
Q3 		$3.04M Sell
37,345
-1,896
-5% -$179K 2.01% 12
2022
Q2 		$3.61M Buy
39,241
+415
+1% +$41.4K 2.32% 11
2022
Q1 		$4.2M Buy
38,826
+13,283
+52% +$1.4M 2.46% 13
2021
Q4 		$2.97M Buy
25,543
+521
+2% +$57.1K 1.78% 16
2021
Q3 		$2.56M Buy
25,022
+2,415
+11% +$257K 1.14% 25
2021
Q2 		$2.31M Buy
22,607
+13,832
+158% +$1.37M 1.05% 27
2021
Q1 		$807K Buy
8,775
+3,039
+53% +$267K 0.45% 40
2020
Q4 		$491K Buy
+5,736
New +$478K 0.29% 51

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Running Point Capital Advisors's IYR Position: Q4 2025 in Review

Running Point Capital Advisors reduced its iShares US Real Estate ETF (IYR) stake by 24% in Q4 2025, selling an estimated $1.15M and leaving 39,223 shares worth $3.68M. The position accounts for 1% of the portfolio, ranked #23.

Running Point Capital Advisors first reported a position in IYR in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.69M in Q3 2024. 476 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

  • Running Point Capital Advisors held 39,223 shares of iShares US Real Estate ETF worth $3.68M as of Q4 2025.
  • Running Point Capital Advisors sold 12,068 iShares US Real Estate ETF shares in Q4 2025, an estimated $1.15M.
  • iShares US Real Estate ETF made up 1% of Running Point Capital Advisors's portfolio in Q4 2025, its #23 holding.
  • Running Point Capital Advisors first reported a position in iShares US Real Estate ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's iShares US Real Estate ETF position peaked at $5.69M in Q3 2024.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.