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Sand Hill Global Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Sand Hill Global 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 		$18.5M Sell
180,587
-4,441
-2% -$451K 0.56% 29
2026
Q1 		$17.5M Buy
185,028
+1,227
+0.7% +$119K 0.59% 26
2025
Q4 		$17.3M Buy
183,801
+26,150
+17% +$2.49M 0.6% 25
2025
Q3 		$15.3M Buy
157,651
+11,723
+8% +$1.13M 0.54% 28
2025
Q2 		$13.8M Sell
145,928
-54
-0% -$5.04K 0.51% 29
2025
Q1 		$14M Sell
145,982
-7,306
-5% -$695K 0.58% 29
2024
Q4 		$14.3M Sell
153,288
-10,054
-6% -$991K 0.6% 26
2024
Q3 		$16.6M Sell
163,342
-352
-0.2% -$33.9K 0.7% 24
2024
Q2 		$14.4M Buy
163,694
+6,460
+4% +$554K 0.65% 25
2024
Q1 		$14.1M Sell
157,234
-2,697
-2% -$238K 0.67% 27
2023
Q4 		$14.6M Buy
159,931
+149,519
+1,436% +$12.2M 0.7% 27
2023
Q3 		$814K Buy
+10,412
New +$887K 0.04% 98
2023
Q1 		– Sell
-6,858
Closed -$577K – 161
2022
Q4 		$577K Sell
6,858
-1,585
-19% -$133K 0.03% 118
2022
Q3 		$687K Buy
+8,443
New +$799K 0.04% 104

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

Sand Hill Global Advisors's IYR Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its iShares US Real Estate ETF (IYR) stake by 2.4% in Q2 2026, selling an estimated $451K and leaving 180,587 shares worth $18.5M. The position accounts for 0.56% of the portfolio, ranked #29.

Sand Hill Global Advisors first reported a position in IYR in Q3 2022 and has held it in 14 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Sand Hill Global Advisors held 180,587 shares of iShares US Real Estate ETF worth $18.5M as of Q2 2026.
  • Sand Hill Global Advisors sold 4,441 iShares US Real Estate ETF shares in Q2 2026, an estimated $451K.
  • iShares US Real Estate ETF made up 0.56% of Sand Hill Global Advisors's portfolio in Q2 2026, its #29 holding.
  • Sand Hill Global Advisors first reported a position in iShares US Real Estate ETF in Q3 2022 and has held it in 14 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.