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

SCS 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 		$6.47M Hold
63,244
– – 0.06% 135
2026
Q1 		$5.98M Hold
63,244
– – 0.06% 129
2025
Q4 		$5.94M Sell
63,244
-70
-0.1% -$6.67K 0.06% 132
2025
Q3 		$6.15M Hold
63,314
– – 0.07% 136
2025
Q2 		$6M Hold
63,314
– – 0.07% 144
2025
Q1 		$6.06M Buy
63,314
+28,619
+82% +$2.72M 0.08% 113
2024
Q4 		$3.23M Hold
34,695
– – 0.07% 54
2024
Q3 		$3.53M Hold
34,695
– – 0.07% 53
2024
Q2 		$3.04M Sell
34,695
-28,000
-45% -$2.4M 0.06% 56
2024
Q1 		$5.64M Sell
62,695
-24,552
-28% -$2.17M 0.12% 45
2023
Q4 		$7.98M Hold
87,247
– – 0.18% 44
2023
Q3 		$6.9M Hold
87,247
– – 0.18% 37
2023
Q2 		$7.55M Hold
87,247
– – 0.19% 37
2023
Q1 		$7.41M Hold
87,247
– – 0.22% 36
2022
Q4 		$7.34M Buy
87,247
+18,037
+26% +$1.51M 0.22% 33
2022
Q3 		$5.63M Buy
69,210
+25,681
+59% +$2.43M 0.17% 38
2022
Q2 		$4M Buy
43,529
+12,737
+41% +$1.27M 0.11% 42
2022
Q1 		$3.33M Buy
+30,792
New +$3.25M 0.08% 39

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

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

SCS Capital Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 63,244 shares worth $6.47M. The position accounts for 0.06% of the portfolio, ranked #135.

SCS Capital Management first reported a position in IYR in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.98M in Q4 2023. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • SCS Capital Management held 63,244 shares of iShares US Real Estate ETF worth $6.47M as of Q2 2026.
  • SCS Capital Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.06% of SCS Capital Management's portfolio in Q2 2026, its #135 holding.
  • SCS Capital Management first reported a position in iShares US Real Estate ETF in Q1 2022 and has held it in 18 quarters since.
  • SCS Capital Management's iShares US Real Estate ETF position peaked at $7.98M in Q4 2023.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.