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SBI Okasan Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

SBI Okasan Asset 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 		$106M Buy
+1,018,210
New +$103M 3.48% 7

Other funds holding IYR

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

SBI Okasan Asset Management's IYR Position: Q2 2026 in Review

SBI Okasan Asset Management opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 1,018,210 shares worth $106M. The stake represents 3.48% of the portfolio and ranks #7 among its holdings.

114 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • SBI Okasan Asset Management held 1,018,210 shares of iShares US Real Estate ETF worth $106M as of Q2 2026.
  • iShares US Real Estate ETF was a new SBI Okasan Asset Management position in Q2 2026.
  • iShares US Real Estate ETF made up 3.48% of SBI Okasan Asset Management's portfolio in Q2 2026, its #7 holding.
  • 114 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.