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Stamos Capital Partners’s iShares US Real Estate ETF IYR Stock Holding History

Stamos Capital Partners’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 		$3.57M Sell
34,953
-3,347
-9% -$340K 0.55% 67
2026
Q1 		$3.62M Buy
38,300
+5,489
+17% +$533K 0.57% 57
2025
Q4 		$3.08M Buy
32,811
+13,981
+74% +$1.33M 0.5% 60
2025
Q3 		$1.83M Sell
18,830
-10,773
-36% -$1.04M 0.34% 74
2025
Q2 		$2.81M Buy
29,603
+11,567
+64% +$1.08M 0.5% 61
2025
Q1 		$1.73M Sell
18,036
-3,514
-16% -$334K 0.45% 72
2024
Q4 		$2.01M Buy
21,550
+9,310
+76% +$918K 0.47% 66
2024
Q3 		$1.25M Sell
12,240
-1,890
-13% -$182K 0.29% 82
2024
Q2 		$1.24M Buy
14,130
+210
+2% +$18K 0.26% 92
2024
Q1 		$1.25M Sell
13,920
-1,890
-12% -$167K 0.28% 77
2023
Q4 		$1.45M Sell
15,810
-3,430
-18% -$281K 0.39% 63
2023
Q3 		$1.5M Buy
19,240
+1,280
+7% +$109K 0.33% 80
2023
Q2 		$1.55M Buy
17,960
+3,210
+22% +$270K 0.36% 75
2023
Q1 		$1.25M Hold
14,750
– – 0.32% 71
2022
Q4 		$1.24M Sell
14,750
-17,750
-55% -$1.49M 0.39% 62
2022
Q3 		$2.65M Hold
32,500
– – 0.67% 43
2022
Q2 		$2.99M Sell
32,500
-4,240
-12% -$423K 0.9% 29
2022
Q1 		$3.98M Buy
36,740
+2,340
+7% +$247K 1.33% 26
2021
Q4 		$4M Buy
34,400
+1,350
+4% +$148K 1.85% 25
2021
Q3 		$3.38M Sell
33,050
-800
-2% -$85.1K 1.89% 26
2021
Q2 		$3.45M Sell
33,850
-1,550
-4% -$154K 1.82% 25
2021
Q1 		$3.25M Hold
35,400
– – 1.64% 27
2020
Q4 		$3.03M Buy
35,400
+25,900
+273% +$2.16M 1.29% 24
2020
Q3 		$758K Buy
9,500
+5,400
+132% +$436K 0.28% 46
2020
Q2 		$323K Buy
+4,100
New +$311K 0.19% 45

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

Stamos Capital Partners's IYR Position: Q2 2026 in Review

Stamos Capital Partners reduced its iShares US Real Estate ETF (IYR) stake by 8.7% in Q2 2026, selling an estimated $340K and leaving 34,953 shares worth $3.57M. The position accounts for 0.55% of the portfolio, ranked #67.

Stamos Capital Partners first reported a position in IYR in Q2 2020 and has held it in 25 quarters since. The position peaked at $4M in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Stamos Capital Partners held 34,953 shares of iShares US Real Estate ETF worth $3.57M as of Q2 2026.
  • Stamos Capital Partners sold 3,347 iShares US Real Estate ETF shares in Q2 2026, an estimated $340K.
  • iShares US Real Estate ETF made up 0.55% of Stamos Capital Partners's portfolio in Q2 2026, its #67 holding.
  • Stamos Capital Partners first reported a position in iShares US Real Estate ETF in Q2 2020 and has held it in 25 quarters since.
  • Stamos Capital Partners's iShares US Real Estate ETF position peaked at $4M in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.